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 | $3,813,855 | -40.2% | 30,187 | -37.1% | 0.01% | -45.5% |
| Q2 2023 | $6,382,855 | -33.0% | 47,969 | -33.3% | 0.01% | -38.9% |
| Q1 2023 | $9,530,911 | +120.1% | 71,905 | +107.1% | 0.02% | +100.0% |
| Q4 2022 | $4,330,912 | -49.5% | 34,718 | -56.2% | 0.01% | -55.0% |
| Q3 2022 | $8,569,000 | -50.0% | 79,225 | -45.6% | 0.02% | -47.4% |
| Q2 2022 | $17,141,000 | -0.3% | 145,592 | +20.8% | 0.04% | +15.2% |
| Q1 2022 | $17,186,000 | +308.9% | 120,545 | +302.2% | 0.03% | +312.5% |
| Q4 2021 | $4,203,000 | -61.3% | 29,971 | -65.7% | 0.01% | -65.2% |
| Q3 2021 | $10,873,000 | +62.0% | 87,256 | +69.5% | 0.02% | +53.3% |
| Q2 2021 | $6,712,000 | +72.0% | 51,486 | +65.7% | 0.02% | +66.7% |
| Q1 2021 | $3,902,000 | -62.4% | 31,064 | -66.1% | 0.01% | -67.9% |
| Q4 2020 | $10,388,000 | +390.9% | 91,603 | +327.6% | 0.03% | +366.7% |
| Q3 2020 | $2,116,000 | +144.3% | 21,423 | +120.7% | 0.01% | +100.0% |
| Q2 2020 | $866,000 | +33.0% | 9,708 | +3.7% | 0.00% | 0.0% |
| Q1 2020 | $651,000 | – | 9,364 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Milestone Advisory Partners | 28,039 | $3,716,009 | 3.43% |
| Kalos Management, Inc. | 8,508 | $1,127,565 | 2.26% |
| SPC Financial, Inc. | 147,163 | $19,503,455 | 2.22% |
| PGIM Custom Harvest LLC | 284,323 | $37,681,360 | 1.56% |
| EWG Elevate Inc. | 23,279 | $3,085,173 | 1.32% |
| Pinkerton Retirement Specialists, LLC | 45,991 | $6,095,187 | 1.14% |
| Navis Wealth Advisors, LLC | 7,727 | $1,024,092 | 1.12% |
| Vahanian & Associates Financial Planning Inc. | 2,656 | $352,000 | 0.98% |
| Royal Fund Management, LLC | 39,749 | $5,267,937 | 0.75% |
| Stonebridge Financial Planning Group, LLC | 7,962 | $1,055,204 | 0.68% |