ISHARES TR's ticker is IYM and the CUSIP is 464287838. A total of 195 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.31 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $63,160 | -5.1% | 500 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $66,525 | +0.4% | 500 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $66,265 | +6.2% | 500 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $62,385 | +15.5% | 500 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $54,000 | -8.5% | 500 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $59,000 | -21.3% | 500 | 0.0% | 0.00% | -33.3% |
| Q1 2022 | $75,000 | +7.1% | 500 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $70,000 | +12.9% | 500 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $62,000 | -4.6% | 500 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $65,000 | +3.2% | 500 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $63,000 | +10.5% | 500 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $57,000 | +16.3% | 500 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $49,000 | +8.9% | 500 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $45,000 | +28.6% | 500 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $35,000 | -66.0% | 500 | -52.4% | 0.00% | -57.1% |
| Q4 2019 | $103,000 | +6.2% | 1,050 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $97,000 | -3.0% | 1,050 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $100,000 | +4.2% | 1,050 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $96,000 | +9.1% | 1,050 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $88,000 | -22.1% | 1,050 | -8.7% | 0.01% | -12.5% |
| Q3 2018 | $113,000 | -0.9% | 1,150 | 0.0% | 0.01% | -11.1% |
| Q2 2018 | $114,000 | -44.9% | 1,150 | -46.5% | 0.01% | -47.1% |
| Q1 2018 | $207,000 | -5.9% | 2,150 | 0.0% | 0.02% | -10.5% |
| Q4 2017 | $220,000 | -50.6% | 2,150 | -53.8% | 0.02% | -53.7% |
| Q3 2017 | $445,000 | +7.2% | 4,650 | 0.0% | 0.04% | +2.5% |
| Q2 2017 | $415,000 | 0.0% | 4,650 | 0.0% | 0.04% | -2.4% |
| Q1 2017 | $415,000 | +7.2% | 4,650 | 0.0% | 0.04% | 0.0% |
| Q4 2016 | $387,000 | +5.4% | 4,650 | 0.0% | 0.04% | -2.4% |
| Q3 2016 | $367,000 | +0.5% | 4,650 | -3.1% | 0.04% | 0.0% |
| Q2 2016 | $365,000 | -5.9% | 4,800 | -9.4% | 0.04% | -6.7% |
| Q1 2016 | $388,000 | -11.2% | 5,300 | -14.5% | 0.04% | -11.8% |
| Q4 2015 | $437,000 | +4.8% | 6,200 | -3.9% | 0.05% | 0.0% |
| Q3 2015 | $417,000 | -20.6% | 6,450 | -1.1% | 0.05% | -12.1% |
| Q2 2015 | $525,000 | -1.7% | 6,525 | 0.0% | 0.06% | -1.7% |
| Q1 2015 | $534,000 | -0.7% | 6,525 | 0.0% | 0.06% | -1.7% |
| Q4 2014 | $538,000 | -4.3% | 6,525 | 0.0% | 0.06% | -7.7% |
| Q3 2014 | $562,000 | -1.6% | 6,525 | 0.0% | 0.06% | +1.6% |
| Q2 2014 | $571,000 | +5.0% | 6,525 | 0.0% | 0.06% | 0.0% |
| Q1 2014 | $544,000 | +2.4% | 6,525 | 0.0% | 0.06% | 0.0% |
| Q4 2013 | $531,000 | +9.9% | 6,525 | 0.0% | 0.06% | -1.5% |
| Q3 2013 | $483,000 | +8.1% | 6,525 | -2.2% | 0.06% | +1.6% |
| Q2 2013 | $447,000 | – | 6,675 | – | 0.06% | – |
Download | ||||||
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% |