ISHARES TR's ticker is IYM and the CUSIP is 464287838. A total of 177 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 2.10 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $15,538 | -5.1% | 123 | 0.0% | 0.00% | – |
| Q2 2023 | $16,366 | +0.4% | 123 | 0.0% | 0.00% | – |
| Q1 2023 | $16,302 | +6.2% | 123 | 0.0% | 0.00% | – |
| Q4 2022 | $15,347 | +18.1% | 123 | 0.0% | 0.00% | – |
| Q3 2022 | $13,000 | -7.1% | 123 | 0.0% | 0.00% | – |
| Q2 2022 | $14,000 | -22.2% | 123 | 0.0% | 0.00% | -100.0% |
| Q1 2022 | $18,000 | +5.9% | 123 | 0.0% | 0.00% | – |
| Q4 2021 | $17,000 | +13.3% | 123 | 0.0% | 0.00% | -100.0% |
| Q3 2021 | $15,000 | -6.2% | 123 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $16,000 | -23.8% | 123 | -28.9% | 0.00% | 0.0% |
| Q1 2021 | $21,000 | +5.0% | 173 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $20,000 | +17.6% | 173 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $17,000 | +13.3% | 173 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $15,000 | +25.0% | 173 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $12,000 | -29.4% | 173 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $17,000 | +6.2% | 173 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $16,000 | 0.0% | 173 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $16,000 | 0.0% | 173 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $16,000 | -65.2% | 173 | -68.1% | 0.00% | -66.7% |
| Q4 2018 | $46,000 | -6.1% | 542 | +8.4% | 0.00% | 0.0% |
| Q3 2018 | $49,000 | -2.0% | 500 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $50,000 | +900.0% | 500 | +733.3% | 0.00% | – |
| Q2 2016 | $5,000 | -82.1% | 60 | -84.8% | 0.00% | -100.0% |
| Q4 2015 | $28,000 | +86.7% | 395 | +113.5% | 0.00% | +100.0% |
| Q4 2013 | $15,000 | – | 185 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Lionsbridge Wealth Management LLC | 11,202 | $1,570,000 | 1.69% |
| MinichMacGregor Wealth Management, LLC | 31,872 | $4,468,000 | 1.36% |
| First Citizens Financial Corp | 12,280 | $1,722,000 | 1.26% |
| EWG Elevate Inc. | 13,359 | $1,873,000 | 0.92% |
| Navis Wealth Advisors, LLC | 7,538 | $1,057,000 | 0.89% |
| Consilium Wealth Advisory, LLC | 7,743 | $1,086,000 | 0.70% |
| Pathway Financial Advisors LLC | 12,560 | $1,646,000 | 0.59% |
| UNIONVIEW, LLC | 4,036 | $566,000 | 0.53% |
| Vahanian & Associates Financial Planning Inc. | 4,656 | $653,000 | 0.53% |
| SOUTHERN CAPITAL ADVISORS, LLC | 5,164 | $724,000 | 0.45% |