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 | $290,410 | +122.2% | 2,299 | +133.2% | 0.00% | 0.0% |
| Q1 2023 | $130,675 | -27.6% | 986 | -31.8% | 0.00% | 0.0% |
| Q4 2022 | $180,417 | +150.6% | 1,446 | +117.8% | 0.00% | – |
| Q3 2022 | $72,000 | -47.4% | 664 | -27.4% | 0.00% | -100.0% |
| Q1 2022 | $137,000 | -80.8% | 915 | -82.0% | 0.00% | -83.3% |
| Q4 2021 | $713,000 | +180.7% | 5,087 | +161.1% | 0.01% | +100.0% |
| Q2 2021 | $254,000 | +290.8% | 1,948 | +274.6% | 0.00% | +200.0% |
| Q1 2021 | $65,000 | – | 520 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| PIERSHALE FINANCIAL GROUP, INC. | 162,743 | $13,534,000 | 8.30% |
| Quantitative Advantage, LLC | 117,255 | $9,751,000 | 2.98% |
| Pinnacle Family Advisors, LLC | 48,115 | $4,001,000 | 2.45% |
| ADVANTAGE INVESTMENT MANAGEMENT, LLC | 58,579 | $4,871,000 | 1.80% |
| NAVELLIER & ASSOCIATES INC | 49,212 | $4,092,000 | 0.68% |
| Cranbrook Wealth Management, LLC | 13,707 | $1,140,000 | 0.56% |
| NWAM LLC | 17,293 | $1,438,000 | 0.48% |
| Madden Advisory Services, Inc. | 7,710 | $641,000 | 0.43% |
| COMMERCE BANK | 316,050 | $26,283,000 | 0.39% |
| ROBERTS GLORE & CO INC /IL/ | 6,414 | $533,000 | 0.37% |