ISHARES TR's ticker is IYM and the CUSIP is 464287838. A total of 179 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 1.93 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,181,192 | -5.1% | 33,100 | 0.0% | 0.01% | -8.3% |
| Q2 2023 | $4,404,000 | +0.4% | 33,100 | 0.0% | 0.01% | -7.7% |
| Q1 2023 | $4,387,000 | +6.2% | 33,100 | 0.0% | 0.01% | +18.2% |
| Q4 2022 | $4,130,000 | +15.4% | 33,100 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $3,580,000 | -8.1% | 33,100 | 0.0% | 0.01% | +22.2% |
| Q2 2022 | $3,897,000 | -21.3% | 33,100 | 0.0% | 0.01% | +12.5% |
| Q1 2022 | $4,950,000 | +6.7% | 33,100 | 0.0% | 0.01% | +33.3% |
| Q4 2021 | $4,641,000 | +11.7% | 33,100 | -0.8% | 0.01% | -14.3% |
| Q3 2021 | $4,156,000 | 0.0% | 33,365 | +4.7% | 0.01% | -12.5% |
| Q2 2021 | $4,156,000 | 0.0% | 31,881 | -3.7% | 0.01% | 0.0% |
| Q1 2021 | $4,156,000 | +45.1% | 33,097 | +31.0% | 0.01% | +33.3% |
| Q4 2020 | $2,865,000 | – | 25,262 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Kalos Management, Inc. | 7,594 | $876,000 | 2.16% |
| SPC Financial, Inc. | 149,043 | $16,121,000 | 2.01% |
| Capital CS Group, LLC | 13,366 | $1,446,000 | 1.55% |
| First Citizens Financial Corp | 13,458 | $1,456,000 | 1.43% |
| Vahanian & Associates Financial Planning Inc. | 3,529 | $382,000 | 1.32% |
| Navis Wealth Advisors, LLC | 7,610 | $823,000 | 1.27% |
| Cadent Capital Advisors, LLC | 20,813 | $2,251,000 | 1.26% |
| Kesler, Norman & Wride, LLC | 28,887 | $3,124,000 | 0.87% |
| Royal Fund Management, LLC | 43,142 | $4,666,000 | 0.85% |
| MinichMacGregor Wealth Management, LLC | 15,848 | $1,714,000 | 0.68% |