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 | $3,713,842 | -31.7% | 29,400 | -28.1% | 0.00% | -25.0% |
| Q2 2023 | $5,438,588 | +14.7% | 40,876 | +14.3% | 0.00% | 0.0% |
| Q1 2023 | $4,740,888 | -31.4% | 35,772 | -35.4% | 0.00% | -33.3% |
| Q4 2022 | $6,909,411 | -7.5% | 55,381 | -19.8% | 0.01% | -25.0% |
| Q3 2022 | $7,471,000 | -10.5% | 69,071 | -2.6% | 0.01% | 0.0% |
| Q2 2022 | $8,345,000 | +21.1% | 70,882 | +53.8% | 0.01% | +33.3% |
| Q1 2022 | $6,893,000 | +43.2% | 46,088 | +34.3% | 0.01% | +50.0% |
| Q4 2021 | $4,812,000 | -12.0% | 34,319 | -21.8% | 0.00% | -20.0% |
| Q3 2021 | $5,467,000 | +39.5% | 43,890 | +46.0% | 0.01% | +25.0% |
| Q2 2021 | $3,919,000 | +14.3% | 30,065 | +10.1% | 0.00% | +33.3% |
| Q1 2021 | $3,428,000 | -11.7% | 27,299 | -20.3% | 0.00% | -25.0% |
| Q4 2020 | $3,884,000 | +67.8% | 34,248 | +46.1% | 0.00% | +33.3% |
| Q3 2020 | $2,315,000 | -2.6% | 23,440 | -12.0% | 0.00% | 0.0% |
| Q2 2020 | $2,377,000 | +26.3% | 26,634 | -2.0% | 0.00% | 0.0% |
| Q1 2020 | $1,882,000 | -10.5% | 27,165 | +26.6% | 0.00% | 0.0% |
| Q4 2019 | $2,102,000 | +6.3% | 21,456 | +0.1% | 0.00% | 0.0% |
| Q3 2019 | $1,977,000 | +7.9% | 21,430 | +11.1% | 0.00% | 0.0% |
| Q2 2019 | $1,833,000 | +6.6% | 19,293 | +2.6% | 0.00% | 0.0% |
| Q1 2019 | $1,720,000 | +34.7% | 18,813 | +23.6% | 0.00% | +50.0% |
| Q4 2018 | $1,277,000 | -68.2% | 15,216 | -62.7% | 0.00% | -66.7% |
| Q3 2018 | $4,017,000 | -52.5% | 40,815 | -52.2% | 0.01% | -57.1% |
| Q2 2018 | $8,460,000 | -2.3% | 85,449 | -5.2% | 0.01% | -12.5% |
| Q1 2018 | $8,663,000 | +42.0% | 90,171 | +51.0% | 0.02% | +45.5% |
| Q4 2017 | $6,101,000 | +11.3% | 59,701 | +4.3% | 0.01% | 0.0% |
| Q3 2017 | $5,483,000 | -33.4% | 57,246 | -37.9% | 0.01% | -38.9% |
| Q2 2017 | $8,234,000 | +64.9% | 92,147 | +64.5% | 0.02% | +50.0% |
| Q1 2017 | $4,994,000 | +10.3% | 56,028 | +2.9% | 0.01% | 0.0% |
| Q4 2016 | $4,529,000 | -12.9% | 54,466 | -17.2% | 0.01% | -14.3% |
| Q3 2016 | $5,198,000 | +33.9% | 65,814 | +28.8% | 0.01% | +16.7% |
| Q2 2016 | $3,882,000 | +102.6% | 51,117 | +95.4% | 0.01% | +100.0% |
| Q1 2016 | $1,916,000 | -19.8% | 26,155 | -22.8% | 0.01% | -33.3% |
| Q4 2015 | $2,390,000 | +63.4% | 33,897 | +50.0% | 0.01% | +50.0% |
| Q3 2015 | $1,463,000 | -47.4% | 22,603 | -34.6% | 0.01% | -45.5% |
| Q2 2015 | $2,784,000 | -20.7% | 34,554 | -19.4% | 0.01% | -26.7% |
| Q1 2015 | $3,511,000 | +1.6% | 42,861 | +2.3% | 0.02% | -11.8% |
| Q4 2014 | $3,455,000 | – | 41,891 | – | 0.02% | – |
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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% |