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 | $26,174 | -5.1% | 207 | 0.0% | 0.00% | 0.0% |
Q2 2023 | $27,569 | +0.5% | 207 | 0.0% | 0.00% | -25.0% |
Q1 2023 | $27,433 | +6.6% | 207 | +0.5% | 0.00% | 0.0% |
Q4 2022 | $25,735 | +17.0% | 206 | +0.5% | 0.00% | 0.0% |
Q3 2022 | $22,000 | -8.3% | 205 | +0.5% | 0.00% | 0.0% |
Q2 2022 | $24,000 | -20.0% | 204 | +1.0% | 0.00% | -20.0% |
Q1 2022 | $30,000 | +20.0% | 202 | +0.5% | 0.01% | +25.0% |
Q3 2021 | $25,000 | +257.1% | 201 | +302.0% | 0.00% | +300.0% |
Q2 2021 | $7,000 | +40.0% | 50 | -3.8% | 0.00% | 0.0% |
Q3 2020 | $5,000 | 0.0% | 52 | 0.0% | 0.00% | -50.0% |
Q2 2020 | $5,000 | +25.0% | 52 | 0.0% | 0.00% | 0.0% |
Q1 2020 | $4,000 | -20.0% | 52 | 0.0% | 0.00% | 0.0% |
Q4 2019 | $5,000 | 0.0% | 52 | 0.0% | 0.00% | -33.3% |
Q3 2019 | $5,000 | -16.7% | 52 | -21.2% | 0.00% | 0.0% |
Q2 2019 | $6,000 | 0.0% | 66 | 0.0% | 0.00% | -25.0% |
Q1 2019 | $6,000 | -25.0% | 66 | -31.2% | 0.00% | -33.3% |
Q4 2018 | $8,000 | -11.1% | 96 | 0.0% | 0.01% | +20.0% |
Q3 2018 | $9,000 | -10.0% | 96 | 0.0% | 0.01% | -16.7% |
Q2 2018 | $10,000 | +11.1% | 96 | 0.0% | 0.01% | 0.0% |
Q1 2018 | $9,000 | -10.0% | 96 | 0.0% | 0.01% | -14.3% |
Q4 2017 | $10,000 | -44.4% | 96 | -49.7% | 0.01% | -30.0% |
Q3 2017 | $18,000 | -60.0% | 191 | -61.8% | 0.01% | -65.5% |
Q2 2017 | $45,000 | +50.0% | 500 | +47.9% | 0.03% | +31.8% |
Q1 2017 | $30,000 | +7.1% | 338 | 0.0% | 0.02% | -4.3% |
Q4 2016 | $28,000 | – | 338 | – | 0.02% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Milestone Advisory Partners | 24,937 | $3,150,042 | 2.62% |
Navis Wealth Advisors, LLC | 7,758 | $980,036 | 1.42% |
PGIM Custom Harvest LLC | 286,918 | $36,243,515 | 1.34% |
First Citizens Financial Corp | 14,018 | $1,770,754 | 1.25% |
TCWP LLC | 12,339 | $1,558,662 | 1.19% |
COTTONWOOD CAPITAL ADVISORS, LLC | 5,173 | $653,480 | 0.61% |
Pathway Financial Advisors LLC | 13,010 | $1,643,423 | 0.56% |
First Heartland Consultants, Inc. | 35,166 | $4,442 | 0.56% |
UNIONVIEW, LLC | 4,115 | $519,767 | 0.49% |
HFG Advisors, Inc. | 3,299 | $416,730 | 0.46% |