ISHARES TR's ticker is IYM and the CUSIP is 464287838. A total of 206 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.04 and the average weighting 0.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $88,424 | -5.1% | 700 | 0.0% | 0.00% | – |
Q2 2023 | $93,135 | -1.4% | 700 | -1.8% | 0.00% | – |
Q1 2023 | $94,494 | +6.2% | 713 | 0.0% | 0.00% | – |
Q4 2022 | $88,961 | +15.5% | 713 | 0.0% | 0.00% | – |
Q3 2022 | $77,000 | +24.2% | 713 | +34.5% | 0.00% | – |
Q2 2022 | $62,000 | -28.7% | 530 | -8.9% | 0.00% | – |
Q1 2022 | $87,000 | +6.1% | 582 | 0.0% | 0.00% | – |
Q4 2021 | $82,000 | -12.8% | 582 | -23.1% | 0.00% | – |
Q3 2021 | $94,000 | -5.1% | 757 | 0.0% | 0.00% | – |
Q2 2021 | $99,000 | +4.2% | 757 | 0.0% | 0.00% | – |
Q1 2021 | $95,000 | +10.5% | 757 | 0.0% | 0.00% | – |
Q4 2020 | $86,000 | +14.7% | 757 | 0.0% | 0.00% | – |
Q3 2020 | $75,000 | -3.8% | 757 | -13.5% | 0.00% | – |
Q2 2020 | $78,000 | +27.9% | 875 | 0.0% | 0.00% | – |
Q1 2020 | $61,000 | -29.1% | 875 | 0.0% | 0.00% | – |
Q4 2019 | $86,000 | +6.2% | 875 | 0.0% | 0.00% | – |
Q3 2019 | $81,000 | -5.8% | 875 | -2.8% | 0.00% | – |
Q2 2019 | $86,000 | +30.3% | 900 | +24.1% | 0.00% | – |
Q1 2019 | $66,000 | +8.2% | 725 | 0.0% | 0.00% | – |
Q4 2018 | $61,000 | -14.1% | 725 | 0.0% | 0.00% | – |
Q3 2018 | $71,000 | -24.5% | 725 | -23.7% | 0.00% | – |
Q2 2018 | $94,000 | +36.2% | 950 | +32.9% | 0.00% | – |
Q1 2018 | $69,000 | -5.5% | 715 | 0.0% | 0.00% | – |
Q4 2017 | $73,000 | +7.4% | 715 | 0.0% | 0.00% | – |
Q3 2017 | $68,000 | -24.4% | 715 | -28.9% | 0.00% | – |
Q2 2017 | $90,000 | -28.6% | 1,005 | -29.0% | 0.00% | – |
Q1 2017 | $126,000 | -13.7% | 1,415 | -19.3% | 0.00% | -100.0% |
Q4 2016 | $146,000 | +274.4% | 1,753 | +252.0% | 0.00% | – |
Q3 2016 | $39,000 | -2.5% | 498 | -5.7% | 0.00% | – |
Q2 2016 | $40,000 | +2.6% | 528 | 0.0% | 0.00% | – |
Q1 2016 | $39,000 | +5.4% | 528 | 0.0% | 0.00% | – |
Q4 2015 | $37,000 | +8.8% | 528 | 0.0% | 0.00% | – |
Q3 2015 | $34,000 | -24.4% | 528 | -4.5% | 0.00% | – |
Q2 2015 | $45,000 | -2.2% | 553 | -1.8% | 0.00% | – |
Q1 2015 | $46,000 | -8.0% | 563 | -7.4% | 0.00% | – |
Q4 2014 | $50,000 | -21.9% | 608 | -18.7% | 0.00% | – |
Q3 2014 | $64,000 | +4.9% | 748 | +7.9% | 0.00% | – |
Q2 2014 | $61,000 | +1.7% | 693 | -3.5% | 0.00% | – |
Q1 2014 | $60,000 | -68.4% | 718 | -69.2% | 0.00% | -100.0% |
Q4 2013 | $190,000 | +10.5% | 2,328 | 0.0% | 0.00% | 0.0% |
Q3 2013 | $172,000 | +18.6% | 2,328 | +7.6% | 0.00% | 0.0% |
Q2 2013 | $145,000 | – | 2,163 | – | 0.00% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Kalos Management, Inc. | 7,594 | $876,000 | 2.16% |
SPC Financial, Inc. | 149,043 | $16,121,000 | 2.01% |
Capital CS Group, LLC | 13,366 | $1,446,000 | 1.55% |
First Citizens Financial Corp | 13,458 | $1,456,000 | 1.43% |
Vahanian & Associates Financial Planning Inc. | 3,529 | $382,000 | 1.32% |
Navis Wealth Advisors, LLC | 7,610 | $823,000 | 1.27% |
Cadent Capital Advisors, LLC | 20,813 | $2,251,000 | 1.26% |
Kesler, Norman & Wride, LLC | 28,887 | $3,124,000 | 0.87% |
Royal Fund Management, LLC | 43,142 | $4,666,000 | 0.85% |
MinichMacGregor Wealth Management, LLC | 15,848 | $1,714,000 | 0.68% |