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 | $68,718 | -5.1% | 544 | 0.0% | 0.01% | -7.7% |
| Q2 2023 | $72,379 | +0.4% | 544 | 0.0% | 0.01% | -13.3% |
| Q1 2023 | $72,096 | +6.2% | 544 | 0.0% | 0.02% | +7.1% |
| Q4 2022 | $67,875 | +15.0% | 544 | 0.0% | 0.01% | +16.7% |
| Q3 2022 | $59,000 | -7.8% | 544 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $64,000 | -21.0% | 544 | 0.0% | 0.01% | -7.7% |
| Q1 2022 | $81,000 | +6.6% | 544 | 0.0% | 0.01% | +8.3% |
| Q4 2021 | $76,000 | +11.8% | 544 | 0.0% | 0.01% | +9.1% |
| Q3 2021 | $68,000 | -4.2% | 544 | 0.0% | 0.01% | -8.3% |
| Q2 2021 | $71,000 | 0.0% | 544 | -3.7% | 0.01% | -7.7% |
| Q1 2021 | $71,000 | +10.9% | 565 | 0.0% | 0.01% | +8.3% |
| Q4 2020 | $64,000 | +14.3% | 565 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $56,000 | +12.0% | 565 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $50,000 | +28.2% | 565 | 0.0% | 0.01% | +9.1% |
| Q1 2020 | $39,000 | -29.1% | 565 | 0.0% | 0.01% | -15.4% |
| Q4 2019 | $55,000 | +5.8% | 565 | 0.0% | 0.01% | -7.1% |
| Q3 2019 | $52,000 | -3.7% | 565 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $54,000 | +3.8% | 565 | -0.2% | 0.01% | -12.5% |
| Q1 2019 | $52,000 | +10.6% | 566 | +0.4% | 0.02% | 0.0% |
| Q4 2018 | $47,000 | -14.5% | 564 | +0.7% | 0.02% | -15.8% |
| Q3 2018 | $55,000 | 0.0% | 560 | +0.5% | 0.02% | 0.0% |
| Q2 2018 | $55,000 | +1.9% | 557 | 0.0% | 0.02% | +11.8% |
| Q1 2018 | $54,000 | -5.3% | 557 | +0.2% | 0.02% | -5.6% |
| Q4 2017 | $57,000 | -44.1% | 556 | -47.8% | 0.02% | -47.1% |
| Q3 2017 | $102,000 | +108.2% | 1,065 | +94.0% | 0.03% | +88.9% |
| Q2 2017 | $49,000 | 0.0% | 549 | 0.0% | 0.02% | -5.3% |
| Q1 2017 | $49,000 | +6.5% | 549 | +0.4% | 0.02% | 0.0% |
| Q4 2016 | $46,000 | +7.0% | 547 | +0.4% | 0.02% | 0.0% |
| Q3 2016 | $43,000 | +4.9% | 545 | +0.4% | 0.02% | 0.0% |
| Q2 2016 | $41,000 | -2.4% | 543 | -4.4% | 0.02% | -17.4% |
| Q1 2016 | $42,000 | -40.8% | 568 | -43.8% | 0.02% | -43.9% |
| Q4 2015 | $71,000 | -2.7% | 1,010 | -10.4% | 0.04% | -10.9% |
| Q3 2015 | $73,000 | -19.8% | 1,127 | +0.1% | 0.05% | -17.9% |
| Q2 2015 | $91,000 | -1.1% | 1,126 | +0.3% | 0.06% | -1.8% |
| Q1 2015 | $92,000 | -5.2% | 1,123 | -4.1% | 0.06% | -17.4% |
| Q4 2014 | $97,000 | -3.0% | 1,171 | +0.4% | 0.07% | -10.4% |
| Q3 2014 | $100,000 | -2.0% | 1,166 | +0.3% | 0.08% | -3.8% |
| Q2 2014 | $102,000 | +5.2% | 1,163 | +0.2% | 0.08% | -1.2% |
| Q1 2014 | $97,000 | +11.5% | 1,161 | +8.7% | 0.08% | +11.0% |
| Q4 2013 | $87,000 | -25.6% | 1,068 | -32.7% | 0.07% | -34.2% |
| Q3 2013 | $117,000 | – | 1,588 | – | 0.11% | – |
Download | ||||||
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% |