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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Kalos Management, Inc. | 6,604 | $823,981 | 1.86% |
| PGIM Custom Harvest LLC | 276,580 | $34,508,889 | 1.56% |
| First Citizens Financial Corp | 13,463 | $1,680 | 1.45% |
| SPC Financial, Inc. | 98,060 | $12,235,005 | 1.45% |
| Navis Wealth Advisors, LLC | 7,701 | $960,792 | 1.36% |
| Pinnacle Family Advisors, LLC | 14,026 | $1,750,024 | 1.25% |
| Vahanian & Associates Financial Planning Inc. | 2,736 | $341,371 | 1.12% |
| Stonebridge Financial Planning Group, LLC | 7,722 | $963,474 | 0.64% |
| Royal Fund Management, LLC | 31,288 | $3,903,767 | 0.62% |
| UNIONVIEW, LLC | 4,083 | $509,441 | 0.51% |