ISHARES TR's ticker is IYM and the CUSIP is 464287838. A total of 194 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.47 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $20,389,873 | -24.5% | 161,414 | -20.4% | 0.01% | -14.3% |
| Q2 2023 | $26,991,990 | +1.1% | 202,871 | +0.7% | 0.01% | -12.5% |
| Q1 2023 | $26,709,854 | +12.6% | 201,537 | +6.0% | 0.01% | +14.3% |
| Q4 2022 | $23,730,381 | -19.0% | 190,193 | -29.8% | 0.01% | -22.2% |
| Q3 2022 | $29,301,000 | -7.0% | 270,908 | +1.2% | 0.01% | -10.0% |
| Q2 2022 | $31,506,000 | -7.7% | 267,609 | +17.3% | 0.01% | +11.1% |
| Q1 2022 | $34,121,000 | +61.5% | 228,142 | +51.4% | 0.01% | +80.0% |
| Q4 2021 | $21,123,000 | -17.9% | 150,650 | -27.0% | 0.01% | -16.7% |
| Q3 2021 | $25,714,000 | +20.6% | 206,435 | +26.2% | 0.01% | +20.0% |
| Q2 2021 | $21,317,000 | +18.8% | 163,522 | +14.4% | 0.01% | +25.0% |
| Q1 2021 | $17,945,000 | -26.0% | 142,901 | -33.1% | 0.00% | -33.3% |
| Q4 2020 | $24,242,000 | +68.3% | 213,752 | +46.6% | 0.01% | +50.0% |
| Q3 2020 | $14,401,000 | +27.4% | 145,828 | +15.1% | 0.00% | +33.3% |
| Q2 2020 | $11,306,000 | +32.5% | 126,687 | +2.9% | 0.00% | 0.0% |
| Q1 2020 | $8,530,000 | +15.5% | 123,150 | +63.4% | 0.00% | +50.0% |
| Q4 2019 | $7,383,000 | +8.6% | 75,384 | +2.4% | 0.00% | 0.0% |
| Q3 2019 | $6,796,000 | -5.4% | 73,652 | -2.6% | 0.00% | 0.0% |
| Q2 2019 | $7,187,000 | +4.9% | 75,653 | +0.9% | 0.00% | 0.0% |
| Q1 2019 | $6,854,000 | +8.0% | 74,969 | -0.9% | 0.00% | 0.0% |
| Q4 2018 | $6,349,000 | -29.8% | 75,620 | -17.7% | 0.00% | -33.3% |
| Q3 2018 | $9,044,000 | -2.8% | 91,890 | -2.3% | 0.00% | 0.0% |
| Q2 2018 | $9,309,000 | -44.3% | 94,008 | -45.9% | 0.00% | -40.0% |
| Q1 2018 | $16,708,000 | -31.7% | 173,900 | -27.3% | 0.01% | -28.6% |
| Q4 2017 | $24,458,000 | +66.3% | 239,309 | +55.9% | 0.01% | +40.0% |
| Q3 2017 | $14,706,000 | -46.1% | 153,531 | -49.7% | 0.01% | -44.4% |
| Q2 2017 | $27,297,000 | +23.5% | 305,503 | +23.2% | 0.01% | +28.6% |
| Q1 2017 | $22,103,000 | -16.6% | 247,951 | -22.2% | 0.01% | -22.2% |
| Q4 2016 | $26,504,000 | +44.9% | 318,712 | +37.6% | 0.01% | +28.6% |
| Q3 2016 | $18,293,000 | +5.7% | 231,617 | +1.6% | 0.01% | 0.0% |
| Q2 2016 | $17,310,000 | +111.3% | 227,937 | +103.9% | 0.01% | +133.3% |
| Q1 2016 | $8,192,000 | +16.6% | 111,804 | +12.2% | 0.00% | 0.0% |
| Q4 2015 | $7,028,000 | +1.1% | 99,646 | -7.2% | 0.00% | 0.0% |
| Q3 2015 | $6,950,000 | -22.6% | 107,353 | -3.6% | 0.00% | 0.0% |
| Q2 2015 | $8,974,000 | -49.4% | 111,367 | -48.6% | 0.00% | 0.0% |
| Q1 2015 | $17,740,000 | +24.2% | 216,636 | +25.1% | 0.00% | -50.0% |
| Q4 2014 | $14,285,000 | -30.8% | 173,221 | -27.8% | 0.01% | -33.3% |
| Q3 2014 | $20,645,000 | -0.5% | 239,868 | +1.2% | 0.01% | 0.0% |
| Q2 2014 | $20,745,000 | +5.9% | 237,001 | +0.7% | 0.01% | +12.5% |
| Q1 2014 | $19,595,000 | +46.2% | 235,328 | +42.9% | 0.01% | +33.3% |
| Q4 2013 | $13,405,000 | +57.8% | 164,626 | +43.4% | 0.01% | +50.0% |
| Q3 2013 | $8,494,000 | +43.1% | 114,807 | +29.7% | 0.00% | +33.3% |
| Q2 2013 | $5,935,000 | – | 88,506 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Kalos Management, Inc. | 6,604 | $823,981 | 1.86% |
| PGIM Custom Harvest LLC | 276,580 | $34,508,889 | 1.56% |
| First Citizens Financial Corp | 13,463 | $1,680 | 1.45% |
| SPC Financial, Inc. | 98,060 | $12,235,005 | 1.45% |
| Navis Wealth Advisors, LLC | 7,701 | $960,792 | 1.36% |
| Pinnacle Family Advisors, LLC | 14,026 | $1,750,024 | 1.25% |
| Vahanian & Associates Financial Planning Inc. | 2,736 | $341,371 | 1.12% |
| Stonebridge Financial Planning Group, LLC | 7,722 | $963,474 | 0.64% |
| Royal Fund Management, LLC | 31,288 | $3,903,767 | 0.62% |
| UNIONVIEW, LLC | 4,083 | $509,441 | 0.51% |