ISHARES TR's ticker is IYM and the CUSIP is 464287838. A total of 192 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 | ||||
---|---|---|---|---|---|---|
Q2 2024 | $2,693,372 | -65.3% | 19,237 | -63.4% | 0.00% | 0.0% |
Q1 2024 | $7,771,189 | +178.8% | 52,604 | +160.7% | 0.00% | – |
Q4 2023 | $2,787,516 | -33.2% | 20,176 | -38.9% | 0.00% | -100.0% |
Q3 2023 | $4,169,950 | +36.8% | 33,011 | +44.1% | 0.00% | – |
Q2 2023 | $3,048,974 | +79.4% | 22,916 | +78.7% | 0.00% | – |
Q1 2023 | $1,699,830 | -11.7% | 12,826 | -16.9% | 0.00% | – |
Q4 2022 | $1,926,074 | +10.6% | 15,437 | -4.1% | 0.00% | – |
Q3 2022 | $1,741,000 | -18.5% | 16,099 | -11.3% | 0.00% | – |
Q2 2022 | $2,136,000 | -53.6% | 18,143 | -41.1% | 0.00% | -100.0% |
Q1 2022 | $4,605,000 | +6.1% | 30,793 | -0.5% | 0.00% | 0.0% |
Q4 2021 | $4,339,000 | +128.4% | 30,947 | +102.9% | 0.00% | – |
Q3 2021 | $1,900,000 | -72.0% | 15,251 | -70.7% | 0.00% | -100.0% |
Q2 2021 | $6,791,000 | +326.6% | 52,097 | +311.1% | 0.00% | – |
Q1 2021 | $1,592,000 | -65.2% | 12,674 | -68.6% | 0.00% | -100.0% |
Q4 2020 | $4,579,000 | +46.5% | 40,375 | +27.6% | 0.00% | 0.0% |
Q3 2020 | $3,126,000 | -36.0% | 31,651 | -42.2% | 0.00% | -50.0% |
Q2 2020 | $4,884,000 | +1708.9% | 54,724 | +1303.2% | 0.00% | – |
Q1 2020 | $270,000 | -81.7% | 3,900 | -74.1% | 0.00% | -100.0% |
Q4 2019 | $1,475,000 | +0.3% | 15,064 | -5.5% | 0.00% | – |
Q3 2019 | $1,471,000 | -52.8% | 15,944 | -51.4% | 0.00% | -100.0% |
Q2 2019 | $3,117,000 | +38.0% | 32,810 | +32.8% | 0.00% | 0.0% |
Q1 2019 | $2,259,000 | -8.2% | 24,708 | -1.2% | 0.00% | 0.0% |
Q3 2018 | $2,462,000 | +6.3% | 25,011 | +6.9% | 0.00% | 0.0% |
Q2 2018 | $2,317,000 | -52.8% | 23,397 | -54.2% | 0.00% | -50.0% |
Q1 2018 | $4,909,000 | +22.3% | 51,103 | +30.1% | 0.00% | 0.0% |
Q4 2017 | $4,015,000 | -15.0% | 39,288 | -20.3% | 0.00% | -33.3% |
Q3 2017 | $4,723,000 | +68.6% | 49,304 | +57.3% | 0.00% | +50.0% |
Q2 2017 | $2,801,000 | -41.6% | 31,345 | -41.8% | 0.00% | -50.0% |
Q1 2017 | $4,799,000 | +32.1% | 53,837 | +23.2% | 0.00% | 0.0% |
Q4 2016 | $3,633,000 | -2.0% | 43,688 | -6.9% | 0.00% | +33.3% |
Q3 2016 | $3,706,000 | +140.0% | 46,927 | +130.8% | 0.00% | +50.0% |
Q2 2016 | $1,544,000 | +63.0% | 20,329 | +57.2% | 0.00% | +100.0% |
Q1 2016 | $947,000 | -62.5% | 12,929 | -63.9% | 0.00% | -66.7% |
Q4 2015 | $2,525,000 | +316.0% | 35,798 | +281.6% | 0.00% | +200.0% |
Q3 2015 | $607,000 | +27.3% | 9,380 | +58.4% | 0.00% | – |
Q2 2015 | $477,000 | -82.6% | 5,923 | -82.4% | 0.00% | -100.0% |
Q1 2015 | $2,748,000 | +135.9% | 33,559 | +137.5% | 0.00% | +200.0% |
Q4 2014 | $1,165,000 | +78.4% | 14,132 | +89.3% | 0.00% | 0.0% |
Q2 2014 | $653,000 | – | 7,466 | – | 0.00% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Pinnacle Family Advisors, LLC | 29,540 | $2,917,000 | 1.97% |
First Citizens Financial Corp | 10,704 | $1,057,000 | 1.05% |
Kalos Management, Inc. | 11,439 | $1,234,000 | 0.55% |
Fulcrum Equity Management | 11,609 | $1,146,000 | 0.53% |
Pathway Financial Advisors LLC | 12,870 | $1,253,000 | 0.48% |
Harvest Investment Services, LLC | 6,180 | $610,000 | 0.35% |
BARINGS LLC | 118,304 | $11,683,000 | 0.27% |
ROBERTS GLORE & CO INC /IL/ | 6,744 | $665,000 | 0.24% |
CEDAR CAPITAL, LLC | 6,352 | $627,000 | 0.21% |
Bray Capital Advisors | 5,650 | $558,000 | 0.20% |