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 | $8,040 | -9.7% | 63,647 | -4.9% | 0.04% | -10.2% |
| Q2 2023 | $8,902 | +8.8% | 66,906 | +8.3% | 0.05% | -15.5% |
| Q1 2023 | $8,185 | +2.9% | 61,762 | -3.1% | 0.06% | +11.5% |
| Q4 2022 | $7,952 | -100.0% | 63,737 | -59.1% | 0.05% | -59.4% |
| Q3 2022 | $16,835,000 | +149.9% | 155,652 | +172.0% | 0.13% | +151.0% |
| Q2 2022 | $6,737,000 | +1231.4% | 57,222 | +1592.5% | 0.05% | +1175.0% |
| Q1 2022 | $506,000 | -17.2% | 3,381 | -22.4% | 0.00% | 0.0% |
| Q4 2021 | $611,000 | +37.9% | 4,358 | +22.7% | 0.00% | 0.0% |
| Q3 2021 | $443,000 | -11.8% | 3,553 | -19.7% | 0.00% | -20.0% |
| Q4 2020 | $502,000 | +136.8% | 4,425 | +105.0% | 0.01% | +25.0% |
| Q3 2018 | $212,000 | -75.0% | 2,159 | -75.5% | 0.00% | -77.8% |
| Q1 2018 | $848,000 | +19.6% | 8,830 | +27.2% | 0.02% | +38.5% |
| Q4 2017 | $709,000 | +183.6% | 6,942 | +166.3% | 0.01% | +160.0% |
| Q3 2017 | $250,000 | -68.0% | 2,607 | -70.2% | 0.01% | -66.7% |
| Q2 2017 | $781,000 | – | 8,741 | – | 0.02% | – |
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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% |