ISHARES TR's ticker is IYM and the CUSIP is 464287838. A total of 178 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 0.68 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,101,761 | -10.2% | 8,722 | -5.4% | 0.12% | -7.2% |
| Q2 2023 | $1,227,253 | +35024.6% | 9,224 | +32842.9% | 0.12% | – |
| Q4 2022 | $3,494 | +16.5% | 28 | 0.0% | 0.00% | – |
| Q3 2022 | $3,000 | 0.0% | 28 | 0.0% | 0.00% | – |
| Q2 2022 | $3,000 | -25.0% | 28 | 0.0% | 0.00% | – |
| Q1 2022 | $4,000 | 0.0% | 28 | 0.0% | 0.00% | – |
| Q4 2021 | $4,000 | 0.0% | 28 | 0.0% | 0.00% | – |
| Q1 2021 | $4,000 | +33.3% | 28 | 0.0% | 0.00% | – |
| Q4 2020 | $3,000 | – | 28 | – | 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% |