ISHARES TR's ticker is IYM and the CUSIP is 464287838. A total of 179 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 1.93 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $440,328 | -93.6% | 3,486 | -93.3% | 0.00% | -88.9% |
| Q2 2023 | $6,910,342 | +3.4% | 51,920 | +3.0% | 0.01% | -10.0% |
| Q1 2023 | $6,681,892 | +16.5% | 50,404 | +9.7% | 0.01% | +11.1% |
| Q4 2022 | $5,733,753 | -20.7% | 45,945 | -31.3% | 0.01% | -25.0% |
| Q3 2022 | $7,231,000 | -3.5% | 66,847 | +5.0% | 0.01% | 0.0% |
| Q2 2022 | $7,494,000 | +76.9% | 63,637 | +124.7% | 0.01% | +100.0% |
| Q1 2022 | $4,236,000 | +1407.5% | 28,323 | +1153.8% | 0.01% | – |
| Q3 2021 | $281,000 | -64.4% | 2,259 | -62.7% | 0.00% | -100.0% |
| Q2 2021 | $789,000 | +15.7% | 6,053 | +0.7% | 0.00% | 0.0% |
| Q4 2020 | $682,000 | +15.2% | 6,012 | +0.2% | 0.00% | 0.0% |
| Q3 2020 | $592,000 | +75.1% | 6,002 | +49.0% | 0.00% | 0.0% |
| Q4 2018 | $338,000 | -14.2% | 4,027 | +0.6% | 0.00% | 0.0% |
| Q3 2018 | $394,000 | +70.6% | 4,003 | +72.2% | 0.00% | 0.0% |
| Q2 2018 | $231,000 | -44.9% | 2,325 | -46.9% | 0.00% | 0.0% |
| Q1 2018 | $419,000 | +57.5% | 4,376 | +68.2% | 0.00% | 0.0% |
| Q4 2017 | $266,000 | +18.2% | 2,602 | +10.6% | 0.00% | 0.0% |
| Q3 2017 | $225,000 | -21.3% | 2,352 | -32.1% | 0.00% | 0.0% |
| Q4 2016 | $286,000 | -65.3% | 3,463 | -66.9% | 0.00% | -75.0% |
| Q3 2016 | $824,000 | +39.9% | 10,460 | +34.9% | 0.00% | +33.3% |
| Q2 2016 | $589,000 | -10.5% | 7,753 | -13.6% | 0.00% | -25.0% |
| Q1 2016 | $658,000 | +3.1% | 8,978 | +13.2% | 0.00% | +100.0% |
| Q2 2015 | $638,000 | +93.9% | 7,934 | +97.6% | 0.00% | 0.0% |
| Q1 2015 | $329,000 | -40.3% | 4,015 | -39.9% | 0.00% | -33.3% |
| Q4 2014 | $551,000 | +1.1% | 6,677 | +5.4% | 0.00% | -40.0% |
| Q3 2014 | $545,000 | -3.9% | 6,337 | -2.2% | 0.01% | 0.0% |
| Q2 2014 | $567,000 | +16.7% | 6,482 | +11.0% | 0.01% | 0.0% |
| Q1 2014 | $486,000 | – | 5,838 | – | 0.01% | – |
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% |