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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $274,000 | -9.0% | 2,300 | +15.0% | 0.00% | – |
| Q1 2022 | $301,000 | -11.7% | 2,000 | -25.9% | 0.00% | – |
| Q3 2021 | $341,000 | -65.5% | 2,700 | -64.5% | 0.00% | -100.0% |
| Q2 2021 | $988,000 | +34.4% | 7,600 | -27.6% | 0.00% | 0.0% |
| Q1 2020 | $735,000 | -2.1% | 10,500 | +28.0% | 0.00% | 0.0% |
| Q3 2019 | $751,000 | +123.5% | 8,200 | +134.3% | 0.00% | +100.0% |
| Q2 2018 | $336,000 | 0.0% | 3,500 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $336,000 | +67.2% | 3,500 | +66.7% | 0.00% | 0.0% |
| Q3 2017 | $201,000 | -76.3% | 2,100 | -80.6% | 0.00% | -75.0% |
| Q3 2016 | $847,000 | +242.9% | 10,800 | +227.3% | 0.00% | +300.0% |
| Q2 2016 | $247,000 | – | 3,300 | – | 0.00% | – |
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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% |