ISHARES TR's ticker is IYM and the CUSIP is 464287838. A total of 3 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| 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 ↓ |
|---|---|---|---|
| GRIMES & COMPANY, INC. | 135,988 | $13,384,000 | 1.07% |
| Pathway Financial Advisors LLC | 19,982 | $1,731,000 | 0.96% |
| CEDAR CAPITAL, LLC | 24,643 | $2,425,000 | 0.94% |
| COMMERCE BANK | 639,193 | $62,909,000 | 0.75% |
| Conservest Capital Advisors, Inc. | 32,543 | $3,203,000 | 0.47% |
| Madden Advisory Services, Inc. | 7,630 | $750,000 | 0.45% |
| Cranbrook Wealth Management, LLC | 11,904 | $1,172,000 | 0.41% |
| ROBERTS GLORE & CO INC /IL/ | 5,809 | $572,000 | 0.33% |
| CHARTIST INC /CA/ | 6,453 | $635,114,000 | 0.28% |
| United Asset Strategies, Inc. | 11,044 | $1,087,000 | 0.26% |