ISHARES TR's ticker is IYM and the CUSIP is 464287838. A total of 177 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 2.10 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $158 | -93.1% | 1,251 | -92.7% | 0.01% | -93.0% |
| Q2 2023 | $2,290 | +317.1% | 17,215 | +315.5% | 0.20% | +354.5% |
| Q1 2023 | $549 | +180.1% | 4,143 | +163.9% | 0.04% | +144.4% |
| Q4 2022 | $196 | -99.9% | 1,570 | -16.5% | 0.02% | -18.2% |
| Q2 2022 | $221,000 | -67.1% | 1,881 | -65.1% | 0.02% | -60.7% |
| Q3 2021 | $671,000 | +60.5% | 5,387 | +68.2% | 0.06% | +60.0% |
| Q2 2021 | $418,000 | -39.7% | 3,203 | -47.6% | 0.04% | -52.1% |
| Q4 2020 | $693,000 | +333.1% | 6,109 | +276.9% | 0.07% | +231.8% |
| Q3 2020 | $160,000 | +92.8% | 1,621 | +94.1% | 0.02% | +100.0% |
| Q2 2018 | $83,000 | -66.9% | 835 | -68.0% | 0.01% | -81.4% |
| Q1 2018 | $251,000 | -62.8% | 2,611 | -60.4% | 0.06% | -66.3% |
| Q4 2017 | $675,000 | – | 6,601 | – | 0.18% | – |
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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% |