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 | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $116,000 | -35.9% | 1,302 | -50.1% | 0.01% | -63.2% |
| Q1 2020 | $181,000 | -26.4% | 2,607 | +4.0% | 0.04% | -41.5% |
| Q4 2019 | $246,000 | +7.9% | 2,507 | +1.5% | 0.06% | -9.7% |
| Q3 2019 | $228,000 | +7.5% | 2,471 | +10.9% | 0.07% | -4.0% |
| Q2 2019 | $212,000 | +38.6% | 2,228 | +33.3% | 0.08% | -2.6% |
| Q1 2019 | $153,000 | -19.5% | 1,671 | -26.2% | 0.08% | -31.9% |
| Q4 2018 | $190,000 | +211.5% | 2,265 | +268.3% | 0.11% | +222.9% |
| Q3 2018 | $61,000 | -54.1% | 615 | -54.3% | 0.04% | -50.7% |
| Q2 2018 | $133,000 | – | 1,345 | – | 0.07% | – |
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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% |