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 | $6,782,247 | +6.1% | 53,691 | +11.7% | 0.00% | 0.0% |
| Q2 2023 | $6,392,520 | +32.7% | 48,046 | +32.2% | 0.00% | – |
| Q1 2023 | $4,815,610 | +85.6% | 36,336 | +74.8% | 0.00% | -100.0% |
| Q4 2022 | $2,594,343 | +11.5% | 20,793 | -3.4% | 0.00% | – |
| Q3 2022 | $2,327,000 | -50.1% | 21,514 | -45.6% | 0.00% | -100.0% |
| Q2 2022 | $4,660,000 | -46.6% | 39,576 | -32.2% | 0.00% | 0.0% |
| Q1 2022 | $8,732,000 | -20.9% | 58,391 | -25.8% | 0.00% | – |
| Q4 2021 | $11,038,000 | +255.9% | 78,722 | +216.2% | 0.00% | – |
| Q3 2021 | $3,101,000 | -41.1% | 24,893 | -38.4% | 0.00% | -100.0% |
| Q2 2021 | $5,265,000 | +4.6% | 40,385 | +0.8% | 0.00% | 0.0% |
| Q1 2021 | $5,033,000 | -42.7% | 40,078 | -48.2% | 0.00% | – |
| Q4 2020 | $8,780,000 | +3069.7% | 77,426 | +2665.2% | 0.00% | – |
| Q3 2020 | $277,000 | -93.1% | 2,800 | -93.8% | 0.00% | -100.0% |
| Q2 2020 | $4,007,000 | +83.1% | 44,897 | +42.1% | 0.00% | 0.0% |
| Q1 2020 | $2,189,000 | +613.0% | 31,597 | +907.2% | 0.00% | – |
| Q4 2019 | $307,000 | -92.5% | 3,137 | -92.9% | 0.00% | -100.0% |
| Q3 2019 | $4,095,000 | -60.0% | 44,379 | -58.8% | 0.00% | 0.0% |
| Q2 2019 | $10,232,000 | +211.5% | 107,713 | +199.7% | 0.00% | 0.0% |
| Q1 2019 | $3,285,000 | -39.7% | 35,943 | -44.6% | 0.00% | -50.0% |
| Q4 2018 | $5,444,000 | +15.3% | 64,843 | +35.2% | 0.00% | +100.0% |
| Q3 2018 | $4,720,000 | -17.0% | 47,958 | -16.5% | 0.00% | 0.0% |
| Q2 2018 | $5,685,000 | -0.7% | 57,410 | -3.6% | 0.00% | -50.0% |
| Q1 2018 | $5,724,000 | +196.3% | 59,583 | +215.3% | 0.00% | – |
| Q4 2017 | $1,932,000 | -55.7% | 18,900 | -58.5% | 0.00% | -100.0% |
| Q3 2017 | $4,358,000 | -21.3% | 45,498 | -26.6% | 0.00% | 0.0% |
| Q2 2017 | $5,537,000 | +335.0% | 61,975 | +334.1% | 0.00% | – |
| Q1 2017 | $1,273,000 | -31.5% | 14,276 | -36.1% | 0.00% | -100.0% |
| Q4 2016 | $1,859,000 | +772.8% | 22,356 | +728.0% | 0.00% | – |
| Q3 2016 | $213,000 | -79.1% | 2,700 | -79.8% | 0.00% | – |
| Q2 2016 | $1,017,000 | -16.2% | 13,392 | -19.1% | 0.00% | -100.0% |
| Q1 2016 | $1,213,000 | -58.8% | 16,548 | -60.3% | 0.00% | 0.0% |
| Q4 2015 | $2,941,000 | +260.4% | 41,705 | +230.7% | 0.00% | – |
| Q3 2015 | $816,000 | -65.0% | 12,613 | -56.4% | 0.00% | -100.0% |
| Q2 2015 | $2,334,000 | +229.7% | 28,962 | +235.0% | 0.00% | – |
| Q1 2015 | $708,000 | -89.0% | 8,646 | -88.9% | 0.00% | -100.0% |
| Q4 2014 | $6,441,000 | +209.8% | 78,101 | +223.3% | 0.00% | – |
| Q3 2014 | $2,079,000 | +58.7% | 24,158 | +61.5% | 0.00% | – |
| Q2 2014 | $1,310,000 | +97.6% | 14,963 | +88.0% | 0.00% | – |
| Q1 2014 | $663,000 | +6.2% | 7,957 | +3.9% | 0.00% | – |
| Q4 2013 | $624,000 | -94.7% | 7,661 | -95.2% | 0.00% | -100.0% |
| Q3 2013 | $11,694,000 | +252.7% | 158,080 | +219.6% | 0.01% | +200.0% |
| Q2 2013 | $3,316,000 | – | 49,465 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Kalos Management, Inc. | 6,604 | $823,981 | 1.86% |
| PGIM Custom Harvest LLC | 276,580 | $34,508,889 | 1.56% |
| First Citizens Financial Corp | 13,463 | $1,680 | 1.45% |
| SPC Financial, Inc. | 98,060 | $12,235,005 | 1.45% |
| Navis Wealth Advisors, LLC | 7,701 | $960,792 | 1.36% |
| Pinnacle Family Advisors, LLC | 14,026 | $1,750,024 | 1.25% |
| Vahanian & Associates Financial Planning Inc. | 2,736 | $341,371 | 1.12% |
| Stonebridge Financial Planning Group, LLC | 7,722 | $963,474 | 0.64% |
| Royal Fund Management, LLC | 31,288 | $3,903,767 | 0.62% |
| UNIONVIEW, LLC | 4,083 | $509,441 | 0.51% |