ISHARES TR's ticker is IYM and the CUSIP is 464287838. A total of 190 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.30 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $60,150,264 | -38.8% | 556,123 | -33.4% | 0.04% | -39.1% |
| Q2 2022 | $98,316,558 | +22.4% | 835,102 | +55.5% | 0.07% | +30.2% |
| Q1 2022 | $80,304,896 | +866.0% | 536,941 | +803.5% | 0.05% | +960.0% |
| Q4 2021 | $8,313,000 | -93.1% | 59,429 | -93.8% | 0.01% | -94.9% |
| Q3 2021 | $119,743,000 | +27.1% | 961,330 | +33.0% | 0.10% | +28.9% |
| Q2 2021 | $94,230,000 | +3675.2% | 722,842 | +2547.8% | 0.08% | +2433.3% |
| Q1 2019 | $2,496,000 | -96.2% | 27,300 | -95.9% | 0.00% | -95.7% |
| Q3 2018 | $64,970,000 | +2165566.7% | 660,128 | +2357500.0% | 0.07% | – |
| Q2 2018 | $3,000 | -40.0% | 28 | -49.1% | 0.00% | – |
| Q1 2018 | $5,000 | -16.7% | 55 | 0.0% | 0.00% | – |
| Q4 2017 | $6,000 | +20.0% | 55 | 0.0% | 0.00% | – |
| Q3 2017 | $5,000 | 0.0% | 55 | 0.0% | 0.00% | – |
| Q2 2017 | $5,000 | – | 55 | – | 0.00% | – |
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% |