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 2022 | $10,000 | -9.1% | 100 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $11,000 | +175.0% | 100 | -91.7% | 0.00% | – |
| Q1 2022 | $4,000 | +300.0% | 1,200 | +9.1% | 0.00% | – |
| Q4 2021 | $1,000 | 0.0% | 1,100 | +450.0% | 0.00% | – |
| Q2 2021 | $1,000 | – | 200 | +100.0% | 0.00% | – |
| Q1 2021 | $0 | -100.0% | 100 | +177.8% | 0.00% | – |
| Q2 2020 | $3,000 | -99.7% | 36 | -99.8% | 0.00% | -100.0% |
| Q1 2020 | $990,000 | -51.6% | 15,400 | -32.8% | 0.05% | -59.5% |
| Q4 2019 | $2,046,000 | +4253.2% | 22,900 | +3.2% | 0.13% | +3050.0% |
| Q3 2019 | $47,000 | +422.2% | 22,200 | +22100.0% | 0.00% | +300.0% |
| Q2 2018 | $9,000 | – | 100 | -80.0% | 0.00% | – |
| Q1 2018 | $0 | – | 500 | -83.3% | 0.00% | – |
| Q3 2016 | $0 | -100.0% | 3,000 | -28.6% | 0.00% | -100.0% |
| Q1 2016 | $66,000 | +633.3% | 4,200 | +23.5% | 0.00% | – |
| Q4 2015 | $9,000 | – | 3,400 | – | 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% |