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 | $203,754 | -5.1% | 1,613 | 0.0% | 0.06% | +3.8% |
| Q2 2023 | $214,610 | +0.4% | 1,613 | 0.0% | 0.05% | -1.9% |
| Q1 2023 | $213,771 | +6.2% | 1,613 | 0.0% | 0.05% | -5.3% |
| Q4 2022 | $201,254 | -16.5% | 1,613 | 0.0% | 0.06% | +3.6% |
| Q1 2022 | $241,000 | +6.6% | 1,613 | 0.0% | 0.06% | +17.0% |
| Q4 2021 | $226,000 | +12.4% | 1,613 | 0.0% | 0.05% | +2.2% |
| Q3 2021 | $201,000 | -4.3% | 1,613 | 0.0% | 0.05% | +7.0% |
| Q2 2021 | $210,000 | +3.4% | 1,613 | 0.0% | 0.04% | +16.2% |
| Q1 2021 | $203,000 | -5.6% | 1,613 | -25.7% | 0.04% | -57.5% |
| Q2 2018 | $215,000 | +2.9% | 2,172 | 0.0% | 0.09% | +14.5% |
| Q1 2018 | $209,000 | -15.0% | 2,172 | -8.4% | 0.08% | -3.8% |
| Q4 2017 | $246,000 | +8.4% | 2,370 | 0.0% | 0.08% | +6.8% |
| Q3 2017 | $227,000 | – | 2,370 | – | 0.07% | – |
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% |