ISHARES TR's ticker is IYM and the CUSIP is 464287838. A total of 204 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.58 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 ↓ |
---|---|---|---|
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% |