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 | $1,688,898 | -12.8% | 13,370 | -8.2% | 0.03% | -10.3% |
| Q2 2023 | $1,937,873 | +1.1% | 14,565 | +0.7% | 0.03% | -6.5% |
| Q1 2023 | $1,917,577 | +10.4% | 14,469 | +3.9% | 0.03% | +3.3% |
| Q4 2022 | $1,736,798 | -7.0% | 13,920 | -19.4% | 0.03% | -14.3% |
| Q3 2022 | $1,868,000 | +4.7% | 17,270 | +13.9% | 0.04% | +6.1% |
| Q2 2022 | $1,784,000 | -43.6% | 15,156 | -28.4% | 0.03% | -32.7% |
| Q1 2022 | $3,165,000 | -39.5% | 21,160 | -43.3% | 0.05% | -38.0% |
| Q4 2021 | $5,230,000 | +13.8% | 37,301 | +1.1% | 0.08% | 0.0% |
| Q3 2021 | $4,594,000 | -0.8% | 36,879 | +3.8% | 0.08% | +1.3% |
| Q2 2021 | $4,629,000 | -99.9% | 35,512 | -49.1% | 0.08% | +1.3% |
| Q1 2021 | $8,768,896,000 | +543876.2% | 69,832 | +391.3% | 0.08% | +120.0% |
| Q4 2020 | $1,612,000 | +1711.2% | 14,214 | +1477.6% | 0.04% | +1650.0% |
| Q3 2020 | $89,000 | +888.9% | 901 | +801.0% | 0.00% | – |
| Q2 2020 | $9,000 | +50.0% | 100 | 0.0% | 0.00% | – |
| Q1 2020 | $6,000 | -33.3% | 100 | 0.0% | 0.00% | – |
| Q4 2019 | $9,000 | 0.0% | 100 | 0.0% | 0.00% | – |
| Q3 2019 | $9,000 | 0.0% | 100 | 0.0% | 0.00% | – |
| Q2 2019 | $9,000 | -10.0% | 100 | 0.0% | 0.00% | – |
| Q3 2018 | $10,000 | 0.0% | 100 | 0.0% | 0.00% | -100.0% |
| Q2 2018 | $10,000 | +11.1% | 100 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $9,000 | -10.0% | 100 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $10,000 | +11.1% | 100 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $9,000 | +12.5% | 100 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $8,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $8,000 | – | 100 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Kalos Management, Inc. | 7,594 | $876,000 | 2.16% |
| SPC Financial, Inc. | 149,043 | $16,121,000 | 2.01% |
| Capital CS Group, LLC | 13,366 | $1,446,000 | 1.55% |
| First Citizens Financial Corp | 13,458 | $1,456,000 | 1.43% |
| Vahanian & Associates Financial Planning Inc. | 3,529 | $382,000 | 1.32% |
| Navis Wealth Advisors, LLC | 7,610 | $823,000 | 1.27% |
| Cadent Capital Advisors, LLC | 20,813 | $2,251,000 | 1.26% |
| Kesler, Norman & Wride, LLC | 28,887 | $3,124,000 | 0.87% |
| Royal Fund Management, LLC | 43,142 | $4,666,000 | 0.85% |
| MinichMacGregor Wealth Management, LLC | 15,848 | $1,714,000 | 0.68% |