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 | $6,987 | -98.6% | 55 | -98.5% | 0.00% | -100.0% |
| Q2 2023 | $498,181 | +2.6% | 3,744 | +2.2% | 0.02% | -3.8% |
| Q1 2023 | $485,652 | +11.1% | 3,664 | +4.6% | 0.03% | 0.0% |
| Q4 2022 | $437,113 | +32.1% | 3,503 | +14.4% | 0.03% | +23.8% |
| Q3 2022 | $331,000 | -3.2% | 3,062 | +5.5% | 0.02% | -8.7% |
| Q2 2022 | $342,000 | -66.6% | 2,901 | -57.6% | 0.02% | -55.8% |
| Q1 2022 | $1,023,000 | +15.6% | 6,838 | +8.4% | 0.05% | +18.2% |
| Q4 2021 | $885,000 | +22.4% | 6,310 | +8.7% | 0.04% | +7.3% |
| Q3 2021 | $723,000 | +2.3% | 5,807 | +7.0% | 0.04% | +2.5% |
| Q2 2021 | $707,000 | +107.3% | 5,428 | +99.9% | 0.04% | +90.5% |
| Q1 2021 | $341,000 | +6.9% | 2,716 | -3.7% | 0.02% | -4.5% |
| Q4 2020 | $319,000 | +6.0% | 2,819 | -7.5% | 0.02% | -4.3% |
| Q3 2020 | $301,000 | +11.5% | 3,048 | +0.8% | 0.02% | +4.5% |
| Q2 2020 | $270,000 | -67.4% | 3,025 | -69.6% | 0.02% | -81.0% |
| Q4 2016 | $829,000 | -32.5% | 9,964 | -36.0% | 0.12% | -34.1% |
| Q3 2016 | $1,229,000 | -5.6% | 15,557 | -9.3% | 0.18% | -10.2% |
| Q2 2016 | $1,302,000 | -0.8% | 17,147 | -4.3% | 0.20% | -1.5% |
| Q1 2016 | $1,312,000 | +3.4% | 17,911 | -0.4% | 0.20% | +9.3% |
| Q4 2015 | $1,269,000 | +18.0% | 17,990 | +8.3% | 0.18% | -3.7% |
| Q3 2015 | $1,075,000 | -78.1% | 16,610 | -72.7% | 0.19% | -71.0% |
| Q2 2015 | $4,900,000 | +305.6% | 60,813 | +312.2% | 0.65% | +306.9% |
| Q1 2015 | $1,208,000 | +21.7% | 14,754 | +22.5% | 0.16% | +15.9% |
| Q4 2014 | $993,000 | +9.7% | 12,042 | +14.6% | 0.14% | +8.7% |
| Q3 2014 | $905,000 | -79.9% | 10,510 | -79.6% | 0.13% | -80.5% |
| Q2 2014 | $4,507,000 | +3.2% | 51,493 | -8.2% | 0.65% | -6.3% |
| Q1 2014 | $4,368,000 | +26.1% | 56,083 | +31.8% | 0.69% | +4.2% |
| Q4 2013 | $3,465,000 | +25.9% | 42,546 | +14.4% | 0.67% | +15.2% |
| Q3 2013 | $2,752,000 | +4.6% | 37,205 | -4.6% | 0.58% | -10.7% |
| Q2 2013 | $2,632,000 | – | 38,979 | – | 0.65% | – |
Download | ||||||
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% |