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 | $292,052 | -28.0% | 2,312 | -28.8% | 0.00% | -75.0% |
| Q4 2022 | $405,378 | -13.9% | 3,249 | -18.7% | 0.01% | -29.4% |
| Q2 2022 | $471,000 | +89.9% | 3,998 | +82.6% | 0.02% | +183.3% |
| Q4 2020 | $248,000 | -77.5% | 2,189 | -83.3% | 0.01% | -53.8% |
| Q4 2018 | $1,100,000 | -9.8% | 13,106 | +3.3% | 0.01% | +85.7% |
| Q1 2018 | $1,219,000 | -73.1% | 12,688 | -71.4% | 0.01% | -94.2% |
| Q4 2017 | $4,531,000 | +31.0% | 44,332 | +22.8% | 0.12% | -61.7% |
| Q3 2017 | $3,458,000 | +947.9% | 36,100 | +876.7% | 0.32% | +401.6% |
| Q2 2017 | $330,000 | +54.9% | 3,696 | +43.2% | 0.06% | -65.0% |
| Q4 2014 | $213,000 | – | 2,581 | – | 0.18% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Kalos Management, Inc. | 7,594 | $876,000 | 2.16% |
| SPC Financial, Inc. | 149,043 | $16,121,000 | 2.01% |
| Capital CS Group, LLC | 13,366 | $1,446,000 | 1.55% |
| First Citizens Financial Corp | 13,458 | $1,456,000 | 1.43% |
| Vahanian & Associates Financial Planning Inc. | 3,529 | $382,000 | 1.32% |
| Navis Wealth Advisors, LLC | 7,610 | $823,000 | 1.27% |
| Cadent Capital Advisors, LLC | 20,813 | $2,251,000 | 1.26% |
| Kesler, Norman & Wride, LLC | 28,887 | $3,124,000 | 0.87% |
| Royal Fund Management, LLC | 43,142 | $4,666,000 | 0.85% |
| MinichMacGregor Wealth Management, LLC | 15,848 | $1,714,000 | 0.68% |