ISHARES TR's ticker is IYM and the CUSIP is 464287838. A total of 3 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $123,788 | -5.1% | 980 | 0.0% | 0.04% | +2.8% |
| Q2 2023 | $130,383 | -14.8% | 980 | -15.2% | 0.04% | -18.2% |
| Q1 2023 | $153,076 | +6.2% | 1,155 | 0.0% | 0.04% | +12.8% |
| Q4 2022 | $144,113 | +10.9% | 1,155 | -3.6% | 0.04% | +14.7% |
| Q3 2022 | $130,000 | -7.8% | 1,198 | 0.0% | 0.03% | -2.9% |
| Q2 2022 | $141,000 | -35.3% | 1,198 | -17.8% | 0.04% | -25.5% |
| Q1 2022 | $218,000 | +6.9% | 1,458 | 0.0% | 0.05% | +9.3% |
| Q4 2021 | $204,000 | +12.1% | 1,458 | 0.0% | 0.04% | +4.9% |
| Q3 2021 | $182,000 | -8.1% | 1,458 | -3.8% | 0.04% | -8.9% |
| Q2 2021 | $198,000 | -19.2% | 1,516 | -22.2% | 0.04% | -23.7% |
| Q1 2021 | $245,000 | +6.1% | 1,949 | -4.2% | 0.06% | 0.0% |
| Q4 2020 | $231,000 | +14.9% | 2,034 | 0.0% | 0.06% | +1.7% |
| Q3 2020 | $201,000 | +9.2% | 2,034 | -1.5% | 0.06% | +5.5% |
| Q2 2020 | $184,000 | -35.9% | 2,064 | -50.3% | 0.06% | -43.9% |
| Q1 2020 | $287,000 | -36.9% | 4,150 | -10.8% | 0.10% | -22.2% |
| Q4 2019 | $455,000 | +6.1% | 4,650 | 0.0% | 0.13% | +1.6% |
| Q3 2019 | $429,000 | -37.4% | 4,650 | -35.5% | 0.12% | -37.1% |
| Q2 2019 | $685,000 | -33.9% | 7,212 | -36.4% | 0.20% | -39.2% |
| Q1 2019 | $1,037,000 | +3.7% | 11,341 | -4.8% | 0.32% | -7.7% |
| Q4 2018 | $1,000,000 | -14.7% | 11,913 | +0.1% | 0.35% | -14.8% |
| Q3 2018 | $1,172,000 | -0.5% | 11,904 | +0.1% | 0.41% | -9.5% |
| Q2 2018 | $1,178,000 | +0.7% | 11,897 | -2.3% | 0.46% | -1.1% |
| Q1 2018 | $1,170,000 | -7.1% | 12,175 | -1.1% | 0.46% | -7.4% |
| Q4 2017 | $1,259,000 | +2.9% | 12,314 | -3.6% | 0.50% | -2.0% |
| Q3 2017 | $1,223,000 | +6.2% | 12,772 | -0.9% | 0.51% | +1.4% |
| Q2 2017 | $1,152,000 | -3.4% | 12,889 | -3.6% | 0.50% | -10.4% |
| Q1 2017 | $1,192,000 | +4.6% | 13,375 | -2.4% | 0.56% | +0.2% |
| Q4 2016 | $1,140,000 | +4.5% | 13,707 | -0.8% | 0.56% | +1.8% |
| Q3 2016 | $1,091,000 | -3.8% | 13,814 | -7.5% | 0.55% | -5.9% |
| Q2 2016 | $1,134,000 | -17.1% | 14,938 | -20.0% | 0.58% | -19.6% |
| Q1 2016 | $1,368,000 | +11.7% | 18,667 | +7.5% | 0.72% | +4.3% |
| Q4 2015 | $1,225,000 | -2.5% | 17,368 | -10.5% | 0.69% | -4.0% |
| Q3 2015 | $1,256,000 | -25.6% | 19,406 | -7.4% | 0.72% | -25.5% |
| Q2 2015 | $1,689,000 | -5.6% | 20,964 | -4.1% | 0.97% | -7.6% |
| Q1 2015 | $1,790,000 | -6.2% | 21,855 | -5.6% | 1.05% | -11.3% |
| Q4 2014 | $1,909,000 | -4.3% | 23,145 | -0.1% | 1.18% | -11.9% |
| Q3 2014 | $1,994,000 | -4.1% | 23,172 | -2.5% | 1.34% | -3.1% |
| Q2 2014 | $2,079,000 | +5.2% | 23,757 | +0.1% | 1.38% | -0.2% |
| Q1 2014 | $1,977,000 | -0.7% | 23,744 | -2.9% | 1.39% | +1.5% |
| Q4 2013 | $1,991,000 | – | 24,457 | – | 1.37% | – |
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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% |