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 | $958,895 | +16.9% | 7,591 | +23.2% | 0.40% | +17.1% |
| Q2 2023 | $820,120 | +16.5% | 6,164 | +16.0% | 0.34% | +9.0% |
| Q1 2023 | $704,264 | +6.2% | 5,314 | 0.0% | 0.31% | -1.6% |
| Q4 2022 | $663,028 | +37.0% | 5,314 | +18.7% | 0.32% | +26.4% |
| Q3 2022 | $484,000 | -8.0% | 4,478 | +0.2% | 0.25% | -4.2% |
| Q2 2022 | $526,000 | – | 4,469 | – | 0.26% | – |
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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% |