Security record · archived quarter
IYM
name pending profile ingest
2Tracked holders
0Δ holders
3.84KShares held
$690,427Reported value
+0New positions
−0Exits
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q3 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 3.84K | $690,427 | n/a | n/a |
| Q2 2026 | 55 | +4 | 2.52M | $452.03M | +8 | −5 |
| Q1 2026 | 53 | +7 | 3.76M | $655.91M | +9 | −2 |
| Q4 2025 | 46 | 0 | 1.60M | $244.23M | +1 | −1 |
| Q3 2025 | 6 | 0 | 293.11K | $43.44M | n/a | n/a |
| Q2 2025 | 3 | -1 | 39.90K | $5.59M | n/a | −1 |
| Q1 2025 | 2 | +1 | 33.18K | $4.47M | +1 | n/a |
| Q4 2024 | 1 | 0 | 13.73K | $1.78M | n/a | n/a |
| Q3 2024 | 1 | -1 | 16.09K | $2.42M | n/a | −1 |
| Q2 2024 | 2 | n/a | 19.94K | $2.79M | n/a | n/a |
Who holds it · Q3 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Wealth Enhancement Advisory… | 3.84K | -7.7% | $690,250 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 2 | TD Waterhouse Canada Inc. | 1 | 0.0% | $177 | 0.0% | Held | 4 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 247 holders, 3.40M shares, $591.72M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q3 2026 ·
Methodology ·
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