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 2022 | $1,162,000 | -8.4% | 10,741 | -0.3% | 0.05% | -10.0% |
| Q2 2022 | $1,268,000 | -20.1% | 10,774 | +1.5% | 0.06% | -13.0% |
| Q1 2022 | $1,587,000 | +9.0% | 10,614 | +2.2% | 0.07% | -1.4% |
| Q4 2021 | $1,456,000 | +5.6% | 10,385 | -6.2% | 0.07% | -7.9% |
| Q3 2021 | $1,379,000 | -4.5% | 11,070 | -0.1% | 0.08% | -8.4% |
| Q2 2021 | $1,444,000 | +3.4% | 11,080 | -0.4% | 0.08% | -12.6% |
| Q1 2021 | $1,396,000 | +8.9% | 11,120 | -1.6% | 0.10% | +4.4% |
| Q4 2020 | $1,282,000 | +11.1% | 11,305 | -3.3% | 0.09% | -2.2% |
| Q3 2020 | $1,154,000 | +3.9% | 11,685 | -6.1% | 0.09% | 0.0% |
| Q2 2020 | $1,111,000 | +26.4% | 12,450 | -1.9% | 0.09% | +9.4% |
| Q1 2020 | $879,000 | -1.9% | 12,695 | +38.7% | 0.08% | +23.2% |
| Q4 2019 | $896,000 | +5.4% | 9,150 | -0.7% | 0.07% | -1.4% |
| Q3 2019 | $850,000 | -4.5% | 9,215 | -1.6% | 0.07% | -5.4% |
| Q2 2019 | $890,000 | +4.0% | 9,365 | 0.0% | 0.07% | -9.8% |
| Q1 2019 | $856,000 | -11.9% | 9,365 | -12.6% | 0.08% | -18.8% |
| Q4 2018 | $972,000 | +2.0% | 10,717 | +10.6% | 0.10% | +21.7% |
| Q3 2018 | $953,000 | -1.1% | 9,687 | -0.5% | 0.08% | -7.8% |
| Q2 2018 | $964,000 | +1.0% | 9,737 | -1.9% | 0.09% | +1.1% |
| Q1 2018 | $954,000 | -6.0% | 9,927 | 0.0% | 0.09% | -3.3% |
| Q4 2017 | $1,015,000 | +4.2% | 9,927 | -2.4% | 0.09% | -7.1% |
| Q3 2017 | $974,000 | +3.2% | 10,167 | -3.8% | 0.10% | 0.0% |
| Q2 2017 | $944,000 | -0.4% | 10,567 | -0.7% | 0.10% | -2.0% |
| Q1 2017 | $948,000 | +7.1% | 10,637 | 0.0% | 0.10% | +2.0% |
| Q4 2016 | $885,000 | +5.4% | 10,637 | 0.0% | 0.10% | +1.0% |
| Q3 2016 | $840,000 | +3.1% | 10,637 | -0.9% | 0.10% | 0.0% |
| Q2 2016 | $815,000 | +0.4% | 10,737 | -3.1% | 0.10% | -2.0% |
| Q1 2016 | $812,000 | +14.9% | 11,082 | +10.5% | 0.10% | +12.4% |
| Q4 2015 | $707,000 | +6.6% | 10,027 | -2.1% | 0.09% | -1.1% |
| Q3 2015 | $663,000 | -21.6% | 10,247 | -2.4% | 0.09% | -15.1% |
| Q2 2015 | $846,000 | -1.6% | 10,497 | 0.0% | 0.11% | -1.9% |
| Q1 2015 | $860,000 | -0.7% | 10,497 | 0.0% | 0.11% | 0.0% |
| Q4 2014 | $866,000 | -4.6% | 10,497 | -0.5% | 0.11% | -10.0% |
| Q3 2014 | $908,000 | -1.6% | 10,547 | 0.0% | 0.12% | +0.8% |
| Q2 2014 | $923,000 | -16.8% | 10,547 | -20.9% | 0.12% | -18.5% |
| Q1 2014 | $1,110,000 | +1.9% | 13,332 | -0.3% | 0.15% | -4.6% |
| Q4 2013 | $1,089,000 | +8.5% | 13,372 | -1.5% | 0.15% | -2.5% |
| Q3 2013 | $1,004,000 | +9.5% | 13,572 | -0.7% | 0.16% | +2.6% |
| Q2 2013 | $917,000 | – | 13,672 | – | 0.15% | – |
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% |