ISHARES TR's ticker is IYM and the CUSIP is 464287838. A total of 190 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.30 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $475,000 | -21.0% | 3,753 | -17.0% | 0.00% | 0.0% |
| Q2 2023 | $601,000 | +8.3% | 4,523 | +8.4% | 0.00% | 0.0% |
| Q1 2023 | $555,000 | +4.5% | 4,174 | -2.6% | 0.00% | 0.0% |
| Q4 2022 | $531,000 | +7.1% | 4,285 | -6.7% | 0.00% | 0.0% |
| Q3 2022 | $496,000 | -9.3% | 4,592 | -1.2% | 0.00% | 0.0% |
| Q2 2022 | $547,000 | -24.6% | 4,649 | -4.5% | 0.00% | -50.0% |
| Q1 2022 | $725,000 | +12.1% | 4,866 | +5.3% | 0.00% | +100.0% |
| Q4 2021 | $647,000 | +1.4% | 4,619 | -10.2% | 0.00% | -50.0% |
| Q3 2021 | $638,000 | -31.2% | 5,146 | -27.6% | 0.00% | -33.3% |
| Q2 2021 | $928,000 | +106.2% | 7,110 | +98.9% | 0.00% | +200.0% |
| Q1 2021 | $450,000 | +12.5% | 3,575 | +0.6% | 0.00% | -50.0% |
| Q4 2020 | $400,000 | +52.7% | 3,553 | +32.7% | 0.00% | 0.0% |
| Q4 2019 | $262,000 | +1.9% | 2,677 | -4.2% | 0.00% | +100.0% |
| Q3 2019 | $257,000 | +10.3% | 2,795 | +13.6% | 0.00% | 0.0% |
| Q2 2019 | $233,000 | +4.5% | 2,460 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $223,000 | -84.5% | 2,460 | -85.6% | 0.00% | -90.9% |
| Q4 2018 | $1,437,000 | +140.3% | 17,125 | +182.2% | 0.01% | +175.0% |
| Q3 2018 | $598,000 | -3.9% | 6,069 | -3.3% | 0.00% | -20.0% |
| Q2 2018 | $622,000 | +13.9% | 6,276 | +10.5% | 0.01% | 0.0% |
| Q1 2018 | $546,000 | -7.9% | 5,679 | -2.4% | 0.01% | 0.0% |
| Q4 2017 | $593,000 | +6.3% | 5,821 | 0.0% | 0.01% | 0.0% |
| Q3 2017 | $558,000 | -3.3% | 5,821 | -10.3% | 0.01% | 0.0% |
| Q2 2017 | $577,000 | – | 6,493 | – | 0.01% | – |
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% |