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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $37,885,206 | -3.8% | 299,914 | +1.4% | 0.00% | 0.0% |
| Q2 2023 | $39,365,213 | -5.0% | 295,867 | -5.4% | 0.00% | 0.0% |
| Q1 2023 | $41,428,061 | +11.2% | 312,593 | +4.7% | 0.00% | 0.0% |
| Q4 2022 | $37,246,715 | -29.6% | 298,523 | -39.0% | 0.00% | -42.9% |
| Q3 2022 | $52,927,000 | -16.0% | 489,345 | -8.6% | 0.01% | -12.5% |
| Q2 2022 | $63,014,000 | -1.5% | 535,242 | +25.1% | 0.01% | -11.1% |
| Q1 2022 | $63,987,000 | +105.1% | 427,832 | +92.2% | 0.01% | +125.0% |
| Q4 2021 | $31,204,000 | +23.2% | 222,552 | +9.4% | 0.00% | +33.3% |
| Q3 2021 | $25,330,000 | -18.2% | 203,360 | -14.4% | 0.00% | -25.0% |
| Q2 2021 | $30,955,000 | +16.9% | 237,452 | +12.6% | 0.00% | 0.0% |
| Q1 2021 | $26,474,000 | +6.6% | 210,829 | -3.7% | 0.00% | 0.0% |
| Q4 2020 | $24,837,000 | +39.3% | 219,002 | +21.3% | 0.00% | +33.3% |
| Q3 2020 | $17,833,000 | +0.2% | 180,587 | -9.5% | 0.00% | -25.0% |
| Q2 2020 | $17,806,000 | +26.2% | 199,529 | -2.0% | 0.00% | 0.0% |
| Q1 2020 | $14,105,000 | -32.2% | 203,631 | -4.1% | 0.00% | -20.0% |
| Q4 2019 | $20,791,000 | +7.4% | 212,290 | +1.2% | 0.01% | 0.0% |
| Q3 2019 | $19,350,000 | -3.2% | 209,704 | -0.3% | 0.01% | 0.0% |
| Q2 2019 | $19,991,000 | +3.4% | 210,400 | -0.5% | 0.01% | 0.0% |
| Q1 2019 | $19,329,000 | -16.9% | 211,434 | -23.7% | 0.01% | -28.6% |
| Q4 2018 | $23,253,000 | -11.0% | 276,944 | +4.3% | 0.01% | 0.0% |
| Q3 2018 | $26,125,000 | -49.3% | 265,436 | -48.9% | 0.01% | -50.0% |
| Q2 2018 | $51,479,000 | -3.3% | 519,927 | -6.1% | 0.01% | -6.7% |
| Q1 2018 | $53,224,000 | +31.0% | 553,950 | +39.4% | 0.02% | +36.4% |
| Q4 2017 | $40,621,000 | -0.9% | 397,473 | -7.1% | 0.01% | -8.3% |
| Q3 2017 | $40,974,000 | +17.6% | 427,751 | +9.7% | 0.01% | +9.1% |
| Q2 2017 | $34,843,000 | -43.9% | 389,950 | -44.0% | 0.01% | +10.0% |
| Q1 2017 | $62,080,000 | -6.9% | 696,466 | -13.1% | 0.01% | -9.1% |
| Q4 2016 | $66,670,000 | +338.2% | 801,710 | +316.2% | 0.01% | +120.0% |
| Q3 2016 | $15,215,000 | -16.4% | 192,636 | -19.6% | 0.01% | -28.6% |
| Q2 2016 | $18,200,000 | +145.0% | 239,663 | +136.3% | 0.01% | +133.3% |
| Q1 2016 | $7,430,000 | -18.4% | 101,404 | -21.5% | 0.00% | 0.0% |
| Q4 2015 | $9,107,000 | +8.9% | 129,131 | -0.1% | 0.00% | 0.0% |
| Q3 2015 | $8,364,000 | -35.8% | 129,209 | -20.1% | 0.00% | -40.0% |
| Q2 2015 | $13,029,000 | -9.4% | 161,684 | -8.0% | 0.01% | 0.0% |
| Q1 2015 | $14,386,000 | -2.3% | 175,656 | -1.6% | 0.01% | 0.0% |
| Q4 2014 | $14,722,000 | -9.1% | 178,506 | -5.1% | 0.01% | -16.7% |
| Q3 2014 | $16,187,000 | -15.8% | 188,081 | -14.3% | 0.01% | -25.0% |
| Q2 2014 | $19,217,000 | -11.0% | 219,553 | -15.3% | 0.01% | -11.1% |
| Q1 2014 | $21,591,000 | -5.1% | 259,278 | -7.2% | 0.01% | -10.0% |
| Q4 2013 | $22,763,000 | -9.5% | 279,541 | -17.8% | 0.01% | -16.7% |
| Q3 2013 | $25,148,000 | +96.6% | 339,930 | +78.2% | 0.01% | +100.0% |
| Q2 2013 | $12,790,000 | – | 190,754 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Kalos Management, Inc. | 6,604 | $823,981 | 1.86% |
| PGIM Custom Harvest LLC | 276,580 | $34,508,889 | 1.56% |
| First Citizens Financial Corp | 13,463 | $1,680 | 1.45% |
| SPC Financial, Inc. | 98,060 | $12,235,005 | 1.45% |
| Navis Wealth Advisors, LLC | 7,701 | $960,792 | 1.36% |
| Pinnacle Family Advisors, LLC | 14,026 | $1,750,024 | 1.25% |
| Vahanian & Associates Financial Planning Inc. | 2,736 | $341,371 | 1.12% |
| Stonebridge Financial Planning Group, LLC | 7,722 | $963,474 | 0.64% |
| Royal Fund Management, LLC | 31,288 | $3,903,767 | 0.62% |
| UNIONVIEW, LLC | 4,083 | $509,441 | 0.51% |