ISHARES TR's ticker is IYM and the CUSIP is 464287838. A total of 195 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.31 and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $418,436 | -5.1% | 3,313 | 0.0% | 0.12% | +0.9% |
Q2 2023 | $440,729 | +0.8% | 3,313 | +0.4% | 0.12% | -4.1% |
Q1 2023 | $437,246 | +6.6% | 3,299 | +0.3% | 0.12% | +0.8% |
Q4 2022 | $410,220 | +16.5% | 3,288 | +1.1% | 0.12% | +6.2% |
Q3 2022 | $352,000 | +10.3% | 3,253 | +20.1% | 0.11% | +20.2% |
Q2 2022 | $319,000 | -20.6% | 2,709 | +0.7% | 0.09% | -10.5% |
Q1 2022 | $402,000 | +6.9% | 2,690 | +0.3% | 0.10% | +8.2% |
Q4 2021 | $376,000 | +4.4% | 2,683 | +0.6% | 0.10% | +2.1% |
Q3 2021 | $360,000 | +4.0% | 2,668 | +0.4% | 0.10% | +1.1% |
Q2 2021 | $346,000 | -6.7% | 2,657 | -10.0% | 0.09% | -12.1% |
Q1 2021 | $371,000 | +5.4% | 2,951 | 0.0% | 0.11% | +1.9% |
Q4 2020 | $352,000 | +21.4% | 2,951 | +0.4% | 0.10% | +1.0% |
Q3 2020 | $290,000 | +3.9% | 2,940 | -6.0% | 0.10% | 0.0% |
Q2 2020 | $279,000 | +30.4% | 3,126 | +1.0% | 0.10% | +14.3% |
Q1 2020 | $214,000 | -29.4% | 3,096 | 0.0% | 0.09% | -11.7% |
Q4 2019 | $303,000 | – | 3,096 | – | 0.10% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Pinnacle Family Advisors, LLC | 114,550 | $11,707,000 | 5.40% |
Chessman Wealth Strategies RIA | 23,801 | $2,432,000 | 2.43% |
BREITER CAPITAL MANAGEMENT INC | 14,287 | $1,460,000 | 2.10% |
Kalos Management, Inc. | 28,658 | $2,928,000 | 1.38% |
Copperwynd Financial, LLC | 18,162 | $1,856,000 | 1.36% |
NATIONAL PLANNING CORP | 89 | $9,096,000 | 1.25% |
Barber Financial Group, Inc. | 40,116 | $4,100,000 | 1.04% |
Strategic Wealth Partners, Ltd. | 17,971 | $1,762,000 | 0.98% |
Conservest Capital Advisors, Inc. | 45,727 | $4,673,000 | 0.93% |
COMMERCE BANK | 629,507 | $64,336,000 | 0.84% |