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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $258,434 | -11.5% | 1,950 | -16.7% | 0.03% | -21.1% |
| Q4 2022 | $292,087 | -7.9% | 2,341 | -20.2% | 0.04% | -17.4% |
| Q3 2022 | $317,000 | +33.2% | 2,934 | +45.2% | 0.05% | +39.4% |
| Q2 2022 | $238,000 | -22.2% | 2,021 | -1.2% | 0.03% | -96.4% |
| Q1 2022 | $306,000 | +3.7% | 2,045 | -2.8% | 0.91% | +2750.0% |
| Q4 2021 | $295,000 | +9.7% | 2,104 | -2.5% | 0.03% | -13.5% |
| Q3 2021 | $269,000 | -55.1% | 2,157 | -65.8% | 0.04% | -77.0% |
| Q2 2019 | $599,000 | +13.0% | 6,310 | +17.5% | 0.16% | -12.0% |
| Q3 2018 | $530,000 | -2.8% | 5,369 | +0.6% | 0.18% | -11.2% |
| Q4 2017 | $545,000 | -9.6% | 5,338 | -15.3% | 0.21% | -12.0% |
| Q3 2017 | $603,000 | -17.6% | 6,305 | -23.1% | 0.23% | -18.2% |
| Q2 2017 | $732,000 | -37.6% | 8,203 | -37.7% | 0.29% | -40.5% |
| Q1 2017 | $1,173,000 | +212.0% | 13,167 | +190.5% | 0.48% | +146.7% |
| Q4 2016 | $376,000 | – | 4,532 | – | 0.20% | – |
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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% |