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 | $29,054 | -5.1% | 230 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $30,602 | +0.4% | 230 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $30,482 | +6.2% | 230 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $28,697 | +14.8% | 230 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $25,000 | -7.4% | 230 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $27,000 | -38.6% | 230 | -21.8% | 0.00% | -50.0% |
| Q1 2022 | $44,000 | -38.9% | 294 | -42.7% | 0.00% | -33.3% |
| Q4 2021 | $72,000 | +12.5% | 513 | +0.2% | 0.00% | 0.0% |
| Q3 2021 | $64,000 | -4.5% | 512 | +0.2% | 0.00% | 0.0% |
| Q2 2021 | $67,000 | +19.6% | 511 | +14.3% | 0.00% | 0.0% |
| Q1 2021 | $56,000 | +9.8% | 447 | +0.2% | 0.00% | 0.0% |
| Q4 2020 | $51,000 | +121.7% | 446 | +93.9% | 0.00% | +200.0% |
| Q3 2020 | $23,000 | +15.0% | 230 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $20,000 | +33.3% | 230 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $15,000 | -34.8% | 230 | 0.0% | 0.00% | -50.0% |
| Q4 2019 | $23,000 | +9.5% | 230 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $21,000 | -4.5% | 230 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $22,000 | +4.8% | 230 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $21,000 | +10.5% | 230 | 0.0% | 0.00% | -33.3% |
| Q4 2018 | $19,000 | -17.4% | 230 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $23,000 | +4.5% | 230 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $22,000 | 0.0% | 230 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $22,000 | -8.3% | 230 | 0.0% | 0.00% | -25.0% |
| Q4 2017 | $24,000 | +4.3% | 230 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $23,000 | +9.5% | 230 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $21,000 | -47.5% | 230 | -50.0% | 0.00% | 0.0% |
| Q1 2017 | $40,000 | +110.5% | 460 | +100.0% | 0.00% | 0.0% |
| Q4 2016 | $19,000 | – | 230 | – | 0.00% | – |
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% |