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 | $559,734 | -5.1% | 4,431 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $589,555 | -1.8% | 4,431 | -2.2% | 0.02% | -15.0% |
| Q1 2023 | $600,504 | +6.2% | 4,531 | 0.0% | 0.02% | 0.0% |
| Q4 2022 | $565,343 | +15.1% | 4,531 | -0.2% | 0.02% | 0.0% |
| Q3 2022 | $491,000 | -8.4% | 4,539 | -0.2% | 0.02% | -9.1% |
| Q2 2022 | $536,000 | -30.6% | 4,549 | -11.9% | 0.02% | -33.3% |
| Q1 2022 | $772,000 | +6.6% | 5,162 | +0.0% | 0.03% | +10.0% |
| Q4 2021 | $724,000 | +12.8% | 5,160 | +0.1% | 0.03% | +3.4% |
| Q3 2021 | $642,000 | -4.5% | 5,155 | 0.0% | 0.03% | -6.5% |
| Q2 2021 | $672,000 | -1.0% | 5,155 | -4.6% | 0.03% | -8.8% |
| Q1 2021 | $679,000 | +10.8% | 5,406 | 0.0% | 0.03% | +9.7% |
| Q4 2020 | $613,000 | +11.9% | 5,406 | -2.5% | 0.03% | -3.1% |
| Q3 2020 | $548,000 | +1.7% | 5,546 | -8.2% | 0.03% | -8.6% |
| Q2 2020 | $539,000 | +28.9% | 6,044 | +0.2% | 0.04% | +2.9% |
| Q1 2020 | $418,000 | -32.0% | 6,034 | -3.9% | 0.03% | -22.7% |
| Q4 2019 | $615,000 | +5.9% | 6,281 | -0.3% | 0.04% | -4.3% |
| Q3 2019 | $581,000 | -2.8% | 6,298 | 0.0% | 0.05% | -4.2% |
| Q2 2019 | $598,000 | -0.5% | 6,298 | -4.2% | 0.05% | -4.0% |
| Q1 2019 | $601,000 | +9.1% | 6,573 | +0.1% | 0.05% | -10.7% |
| Q4 2018 | $551,000 | -18.9% | 6,568 | -4.9% | 0.06% | -6.7% |
| Q3 2018 | $679,000 | -1.9% | 6,904 | -1.2% | 0.06% | -10.4% |
| Q2 2018 | $692,000 | +3.0% | 6,990 | 0.0% | 0.07% | 0.0% |
| Q1 2018 | $672,000 | -6.3% | 6,990 | -0.4% | 0.07% | -6.9% |
| Q4 2017 | $717,000 | +6.9% | 7,016 | +0.1% | 0.07% | -2.7% |
| Q3 2017 | $671,000 | +3.5% | 7,008 | -3.3% | 0.07% | +1.4% |
| Q2 2017 | $648,000 | +0.3% | 7,248 | 0.0% | 0.07% | -7.6% |
| Q1 2017 | $646,000 | +7.3% | 7,248 | +0.2% | 0.08% | 0.0% |
| Q4 2016 | $602,000 | +5.4% | 7,235 | +0.1% | 0.08% | -1.2% |
| Q3 2016 | $571,000 | -2.4% | 7,227 | -6.2% | 0.08% | -8.0% |
| Q2 2016 | $585,000 | +3.2% | 7,704 | -0.4% | 0.09% | -3.3% |
| Q1 2016 | $567,000 | +0.9% | 7,735 | -2.9% | 0.09% | +5.9% |
| Q4 2015 | $562,000 | +7.0% | 7,967 | -1.8% | 0.08% | -7.6% |
| Q3 2015 | $525,000 | -23.2% | 8,116 | -4.4% | 0.09% | -10.7% |
| Q2 2015 | $684,000 | -3.3% | 8,492 | -1.6% | 0.10% | +1.0% |
| Q1 2015 | $707,000 | -8.2% | 8,634 | -7.5% | 0.10% | -19.0% |
| Q4 2014 | $770,000 | -5.2% | 9,333 | -1.1% | 0.13% | -10.0% |
| Q3 2014 | $812,000 | -5.6% | 9,439 | -3.9% | 0.14% | -4.8% |
| Q2 2014 | $860,000 | +1.3% | 9,821 | -3.8% | 0.15% | -2.0% |
| Q1 2014 | $849,000 | +0.2% | 10,213 | -1.9% | 0.15% | -4.5% |
| Q4 2013 | $847,000 | +6.8% | 10,407 | -2.9% | 0.16% | -3.7% |
| Q3 2013 | $793,000 | +5.9% | 10,714 | -4.1% | 0.16% | -72.5% |
| Q2 2013 | $749,000 | – | 11,171 | – | 0.59% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Johnson Midwest Financial, LLC | 120,789 | $13,699,000 | 13.05% |
| PIERSHALE FINANCIAL GROUP, INC. | 187,139 | $21,223,000 | 10.19% |
| Barber Financial Group, Inc. | 365,017 | $41,397,000 | 7.56% |
| Ascension Capital Advisors, Inc. | 57,357 | $6,505,000 | 4.54% |
| Ascension Asset Management LLC | 57,357 | $6,505,000 | 4.54% |
| EWG Elevate Inc. | 57,269 | $6,495,000 | 2.99% |
| Royal Fund Management, LLC | 97,231 | $11,027,000 | 2.34% |
| Pinkerton Retirement Specialists, LLC | 82,836 | $9,394,000 | 2.26% |
| Mattern Wealth Management LLC | 47,266 | $5,360,000 | 2.03% |
| Brookstone Capital Management | 365,884 | $41,495,000 | 1.65% |