ISHARES TR's ticker is IYM and the CUSIP is 464287838. A total of 203 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $2,014,744 | -59.1% | 14,390 | -56.8% | 0.02% | -61.8% |
| Q1 2024 | $4,923,841 | +22.3% | 33,330 | +14.4% | 0.06% | +10.0% |
| Q4 2023 | $4,025,485 | -2.5% | 29,136 | -10.9% | 0.05% | -15.3% |
| Q3 2023 | $4,128,643 | +1.8% | 32,684 | +7.2% | 0.06% | +1.7% |
| Q2 2023 | $4,057,626 | +4.4% | 30,497 | +4.0% | 0.06% | -6.5% |
| Q1 2023 | $3,887,370 | +18.2% | 29,332 | +11.3% | 0.06% | +8.8% |
| Q4 2022 | $3,288,064 | +14.6% | 26,353 | -0.6% | 0.06% | +1.8% |
| Q3 2022 | $2,869,000 | +106.4% | 26,522 | +124.6% | 0.06% | +107.4% |
| Q2 2022 | $1,390,000 | -16.9% | 11,807 | +5.5% | 0.03% | 0.0% |
| Q1 2022 | $1,673,000 | +1.1% | 11,187 | -5.2% | 0.03% | +3.8% |
| Q4 2021 | $1,654,000 | -64.8% | 11,799 | -68.7% | 0.03% | -67.5% |
| Q3 2021 | $4,698,000 | -4.5% | 37,718 | -0.1% | 0.08% | -5.9% |
| Q2 2021 | $4,921,000 | +14.6% | 37,747 | +10.4% | 0.08% | -6.6% |
| Q1 2021 | $4,293,000 | – | 34,190 | – | 0.09% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Cranbrook Wealth Management, LLC | 17,368 | $1,225,000 | 0.69% |
| Clal Insurance Enterprises Holdings Ltd | 344,800 | $24,322,000 | 0.65% |
| S. R. Schill & Associates | 12,642 | $892,000 | 0.62% |
| NWAM LLC | 17,797 | $1,255,000 | 0.51% |
| United Asset Strategies, Inc. | 12,697 | $896,000 | 0.39% |
| Madden Advisory Services, Inc. | 8,125 | $573,000 | 0.38% |
| ROBERTS GLORE & CO INC /IL/ | 6,860 | $484,000 | 0.37% |
| Virtu Financial LLC | 30,426 | $2,146,000 | 0.30% |
| CHARTIST INC /CA/ | 8,200 | $578,361,000 | 0.29% |
| BOSTON RESEARCH & MANAGEMENT INC | 6,510 | $459,000 | 0.28% |