ISHARES TR's ticker is IYM and the CUSIP is 464287838. A total of 179 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 1.93 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $2,932,931 | +95.1% | 22,130 | +59.3% | 0.52% | +18.3% |
| Q3 2022 | $1,503,000 | +21.8% | 13,893 | +32.5% | 0.44% | +116.3% |
| Q2 2022 | $1,234,000 | -96.6% | 10,483 | -96.4% | 0.20% | -95.7% |
| Q3 2021 | $36,436,000 | -12.0% | 292,514 | -19.9% | 4.71% | -37.7% |
| Q4 2020 | $41,397,000 | +1031.7% | 365,017 | +858.8% | 7.56% | +678.6% |
| Q1 2018 | $3,658,000 | -10.8% | 38,072 | -5.1% | 0.97% | -6.8% |
| Q4 2017 | $4,100,000 | +967.7% | 40,116 | +830.8% | 1.04% | +695.4% |
| Q1 2017 | $384,000 | -3.3% | 4,310 | -9.7% | 0.13% | -8.4% |
| Q4 2016 | $397,000 | – | 4,774 | – | 0.14% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Johnson Midwest Financial, LLC | 120,789 | $13,699,000 | 13.05% |
| PIERSHALE FINANCIAL GROUP, INC. | 187,139 | $21,223,000 | 10.19% |
| Barber Financial Group, Inc. | 365,017 | $41,397,000 | 7.56% |
| Ascension Capital Advisors, Inc. | 57,357 | $6,505,000 | 4.54% |
| Ascension Asset Management LLC | 57,357 | $6,505,000 | 4.54% |
| EWG Elevate Inc. | 57,269 | $6,495,000 | 2.99% |
| Royal Fund Management, LLC | 97,231 | $11,027,000 | 2.34% |
| Pinkerton Retirement Specialists, LLC | 82,836 | $9,394,000 | 2.26% |
| Mattern Wealth Management LLC | 47,266 | $5,360,000 | 2.03% |
| Brookstone Capital Management | 365,884 | $41,495,000 | 1.65% |