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 | $252,058 | -88.9% | 1,995 | -88.3% | 0.00% | -89.5% |
| Q2 2023 | $2,273,029 | +19.2% | 17,084 | +18.7% | 0.02% | +11.8% |
| Q1 2023 | $1,907,246 | -6.9% | 14,391 | +5.0% | 0.02% | -41.4% |
| Q1 2022 | $2,049,000 | -45.1% | 13,700 | -48.6% | 0.03% | -45.3% |
| Q4 2021 | $3,735,000 | +22.4% | 26,638 | +8.8% | 0.05% | +8.2% |
| Q3 2021 | $3,051,000 | +0.7% | 24,493 | +5.4% | 0.05% | 0.0% |
| Q2 2021 | $3,029,000 | -12.7% | 23,237 | -15.9% | 0.05% | -27.9% |
| Q1 2021 | $3,468,000 | -33.0% | 27,615 | -39.5% | 0.07% | -33.3% |
| Q4 2020 | $5,178,000 | – | 45,655 | – | 0.10% | – |
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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 Asset Management LLC | 57,357 | $6,505,000 | 4.54% |
| Ascension Capital Advisors, Inc. | 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% |