ISHARES TR's ticker is IYM and the CUSIP is 464287838. A total of 3 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $21,598 | +93804.3% | 170 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $23 | 0.0% | 170 | 0.0% | 0.01% | -9.1% |
| Q1 2023 | $23 | +9.5% | 170 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $21 | -99.9% | 170 | 0.0% | 0.01% | +10.0% |
| Q3 2022 | $19,000 | -5.0% | 170 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $20,000 | -20.0% | 170 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $25,000 | +4.2% | 170 | 0.0% | 0.01% | +11.1% |
| Q4 2021 | $24,000 | +14.3% | 170 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $21,000 | -4.5% | 170 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $22,000 | +4.8% | 170 | 0.0% | 0.01% | -10.0% |
| Q1 2021 | $21,000 | +10.5% | 170 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $19,000 | 0.0% | 170 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $19,000 | +26.7% | 170 | 0.0% | 0.01% | +11.1% |
| Q2 2020 | $15,000 | +7.1% | 170 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $14,000 | -17.6% | 170 | 0.0% | 0.01% | -18.2% |
| Q4 2019 | $17,000 | +6.2% | 170 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $16,000 | 0.0% | 170 | 0.0% | 0.01% | -8.3% |
| Q2 2019 | $16,000 | 0.0% | 170 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $16,000 | +14.3% | 170 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $14,000 | -6.7% | 170 | 0.0% | 0.01% | +9.1% |
| Q3 2018 | $15,000 | -11.8% | 170 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $17,000 | +6.2% | 170 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $16,000 | -5.9% | 170 | 0.0% | 0.01% | -21.4% |
| Q4 2017 | $17,000 | – | 170 | – | 0.01% | – |
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% |