ISHARES TR's ticker is IYM and the CUSIP is 464287838. A total of 204 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.58 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $9 | -67.9% | 79 | -65.4% | 0.00% | – |
| Q4 2022 | $28 | -99.9% | 228 | -53.8% | 0.00% | – |
| Q3 2022 | $53,000 | -81.1% | 494 | -79.4% | 0.00% | – |
| Q2 2022 | $281,000 | -54.8% | 2,394 | -42.4% | 0.00% | -100.0% |
| Q1 2022 | $621,000 | -21.1% | 4,156 | -26.0% | 0.00% | 0.0% |
| Q4 2021 | $787,000 | -34.9% | 5,619 | -39.0% | 0.00% | 0.0% |
| Q3 2021 | $1,209,000 | +0.8% | 9,211 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $1,200,000 | +107.6% | 9,211 | +80.6% | 0.00% | 0.0% |
| Q4 2020 | $578,000 | +377.7% | 5,101 | +313.4% | 0.00% | – |
| Q3 2020 | $121,000 | -59.0% | 1,234 | -71.1% | 0.00% | -100.0% |
| Q1 2020 | $295,000 | +29400.0% | 4,270 | +22373.7% | 0.00% | – |
| Q3 2018 | $1,000 | -98.2% | 19 | -97.5% | 0.00% | -100.0% |
| Q1 2016 | $56,000 | +16.7% | 773 | +13.5% | 0.00% | 0.0% |
| Q4 2015 | $48,000 | – | 681 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Milestone Advisory Partners | 28,039 | $3,716,009 | 3.43% |
| Kalos Management, Inc. | 8,508 | $1,127,565 | 2.26% |
| SPC Financial, Inc. | 147,163 | $19,503,455 | 2.22% |
| PGIM Custom Harvest LLC | 284,323 | $37,681,360 | 1.56% |
| EWG Elevate Inc. | 23,279 | $3,085,173 | 1.32% |
| Pinkerton Retirement Specialists, LLC | 45,991 | $6,095,187 | 1.14% |
| Navis Wealth Advisors, LLC | 7,727 | $1,024,092 | 1.12% |
| Vahanian & Associates Financial Planning Inc. | 2,656 | $352,000 | 0.98% |
| Royal Fund Management, LLC | 39,749 | $5,267,937 | 0.75% |
| Stonebridge Financial Planning Group, LLC | 7,962 | $1,055,204 | 0.68% |