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 | $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 ↓ |
|---|---|---|---|
| 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% |