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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MinichMacGregor Wealth Management, LLC | 99,895 | $14,940,000 | 4.78% |
| Lionsbridge Wealth Management LLC | 10,768 | $1,610,000 | 1.86% |
| Pinnacle Family Advisors, LLC | 21,345 | $3,192,000 | 1.70% |
| First Citizens Financial Corp | 13,567 | $2,029,000 | 1.52% |
| Navis Wealth Advisors, LLC | 7,639 | $1,142,000 | 1.01% |
| FIFTH THIRD SECURITIES, INC. | 2,045 | $306,000 | 0.91% |
| SVB Investment Services Inc. | 8,981 | $1,343,000 | 0.83% |
| Copperwynd Financial, LLC | 12,778 | $1,911,000 | 0.79% |
| Consilium Wealth Advisory, LLC | 7,263 | $1,086,000 | 0.78% |
| Kalos Management, Inc. | 7,595 | $1,066,000 | 0.73% |