ISHARES TR's ticker is IYM and the CUSIP is 464287838. A total of 84 filers reported holding ISHARES TR in Q3 2015. The put-call ratio across all filers is 0.20 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $253,662 | +6.2% | 1,914 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $238,810 | +15.4% | 1,914 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $207,000 | -10.4% | 1,914 | -2.5% | 0.01% | 0.0% |
| Q2 2022 | $231,000 | -24.0% | 1,964 | -3.3% | 0.01% | 0.0% |
| Q1 2022 | $304,000 | +7.0% | 2,031 | +0.1% | 0.01% | 0.0% |
| Q4 2021 | $284,000 | +12.7% | 2,029 | +0.2% | 0.01% | 0.0% |
| Q3 2021 | $252,000 | -6.7% | 2,025 | -2.4% | 0.01% | 0.0% |
| Q2 2021 | $270,000 | +3.4% | 2,075 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $261,000 | +11.1% | 2,075 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $235,000 | +14.6% | 2,075 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $205,000 | -3.8% | 2,075 | -4.6% | 0.01% | 0.0% |
| Q4 2019 | $213,000 | +6.0% | 2,175 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $201,000 | -2.9% | 2,175 | 0.0% | 0.01% | -16.7% |
| Q2 2019 | $207,000 | -11.9% | 2,175 | -15.5% | 0.01% | 0.0% |
| Q1 2019 | $235,000 | +8.8% | 2,575 | 0.0% | 0.01% | -14.3% |
| Q4 2018 | $216,000 | -14.6% | 2,575 | 0.0% | 0.01% | +16.7% |
| Q3 2018 | $253,000 | -3.4% | 2,575 | -2.6% | 0.01% | -14.3% |
| Q2 2018 | $262,000 | -24.9% | 2,645 | -27.3% | 0.01% | -22.2% |
| Q1 2018 | $349,000 | -6.7% | 3,637 | -0.5% | 0.01% | -10.0% |
| Q4 2017 | $374,000 | +23.8% | 3,657 | +15.8% | 0.01% | +25.0% |
| Q3 2017 | $302,000 | +7.1% | 3,157 | 0.0% | 0.01% | 0.0% |
| Q2 2017 | $282,000 | -9.0% | 3,157 | -9.3% | 0.01% | -11.1% |
| Q1 2017 | $310,000 | +15.7% | 3,480 | +7.8% | 0.01% | +12.5% |
| Q4 2016 | $268,000 | 0.0% | 3,228 | -4.8% | 0.01% | 0.0% |
| Q3 2016 | $268,000 | +25.8% | 3,389 | +20.6% | 0.01% | +33.3% |
| Q2 2016 | $213,000 | +3.9% | 2,809 | +0.3% | 0.01% | 0.0% |
| Q1 2016 | $205,000 | -10.5% | 2,800 | -1.6% | 0.01% | 0.0% |
| Q2 2015 | $229,000 | -1.7% | 2,845 | 0.0% | 0.01% | 0.0% |
| Q1 2015 | $233,000 | -0.9% | 2,845 | 0.0% | 0.01% | -14.3% |
| Q4 2014 | $235,000 | -4.1% | 2,845 | 0.0% | 0.01% | 0.0% |
| Q3 2014 | $245,000 | -13.7% | 2,845 | -12.3% | 0.01% | -22.2% |
| Q2 2014 | $284,000 | -16.5% | 3,245 | -20.7% | 0.01% | -10.0% |
| Q1 2014 | $340,000 | +2.1% | 4,092 | +0.2% | 0.01% | -9.1% |
| Q4 2013 | $333,000 | – | 4,083 | – | 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% |