ISHARES TR's ticker is IYM and the CUSIP is 464287838. A total of 188 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.38 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,790 | -5.1% | 30 | 0.0% | 0.00% | – |
| Q2 2023 | $3,992 | +0.4% | 30 | 0.0% | 0.00% | – |
| Q1 2023 | $3,976 | +6.2% | 30 | 0.0% | 0.00% | – |
| Q4 2022 | $3,743 | +24.8% | 30 | 0.0% | 0.00% | – |
| Q3 2022 | $3,000 | 0.0% | 30 | 0.0% | 0.00% | – |
| Q2 2022 | $3,000 | -25.0% | 30 | 0.0% | 0.00% | – |
| Q1 2022 | $4,000 | 0.0% | 30 | 0.0% | 0.00% | – |
| Q4 2021 | $4,000 | +33.3% | 30 | 0.0% | 0.00% | – |
| Q3 2021 | $3,000 | 0.0% | 30 | 0.0% | 0.00% | – |
| Q2 2021 | $3,000 | 0.0% | 30 | 0.0% | 0.00% | – |
| Q1 2021 | $3,000 | 0.0% | 30 | 0.0% | 0.00% | – |
| Q4 2020 | $3,000 | +50.0% | 30 | 0.0% | 0.00% | – |
| Q3 2020 | $2,000 | 0.0% | 30 | 0.0% | 0.00% | – |
| Q2 2020 | $2,000 | 0.0% | 30 | 0.0% | 0.00% | – |
| Q1 2020 | $2,000 | 0.0% | 30 | 0.0% | 0.00% | – |
| Q4 2019 | $2,000 | 0.0% | 30 | 0.0% | 0.00% | – |
| Q3 2019 | $2,000 | 0.0% | 30 | 0.0% | 0.00% | – |
| Q2 2019 | $2,000 | 0.0% | 30 | 0.0% | 0.00% | – |
| Q1 2019 | $2,000 | 0.0% | 30 | 0.0% | 0.00% | – |
| Q4 2018 | $2,000 | 0.0% | 30 | 0.0% | 0.00% | – |
| Q3 2018 | $2,000 | 0.0% | 30 | 0.0% | 0.00% | – |
| Q2 2018 | $2,000 | 0.0% | 30 | 0.0% | 0.00% | – |
| Q1 2018 | $2,000 | -96.4% | 30 | 0.0% | 0.00% | -100.0% |
| Q4 2017 | $55,000 | +2650.0% | 30 | 0.0% | 0.00% | – |
| Q3 2017 | $2,000 | 0.0% | 30 | 0.0% | 0.00% | – |
| Q2 2017 | $2,000 | 0.0% | 30 | 0.0% | 0.00% | – |
| Q1 2017 | $2,000 | 0.0% | 30 | 0.0% | 0.00% | – |
| Q4 2016 | $2,000 | 0.0% | 30 | 0.0% | 0.00% | – |
| Q3 2016 | $2,000 | 0.0% | 30 | 0.0% | 0.00% | – |
| Q2 2016 | $2,000 | -60.0% | 30 | -62.5% | 0.00% | – |
| Q1 2016 | $5,000 | 0.0% | 80 | 0.0% | 0.00% | – |
| Q4 2015 | $5,000 | – | 80 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Milestone Advisory Partners | 28,039 | $3,716,009 | 3.43% |
| Kalos Management, Inc. | 8,508 | $1,127,565 | 2.26% |
| SPC Financial, Inc. | 147,163 | $19,503,455 | 2.22% |
| PGIM Custom Harvest LLC | 284,323 | $37,681,360 | 1.56% |
| EWG Elevate Inc. | 23,279 | $3,085,173 | 1.32% |
| Pinkerton Retirement Specialists, LLC | 45,991 | $6,095,187 | 1.14% |
| Navis Wealth Advisors, LLC | 7,727 | $1,024,092 | 1.12% |
| Vahanian & Associates Financial Planning Inc. | 2,656 | $352,000 | 0.98% |
| Royal Fund Management, LLC | 39,749 | $5,267,937 | 0.75% |
| Stonebridge Financial Planning Group, LLC | 7,962 | $1,055,204 | 0.68% |