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 | $1,386,181 | -3.3% | 10,973 | +1.9% | 0.01% | -16.7% |
| Q2 2023 | $1,433,208 | +109808.6% | 10,771 | +9.5% | 0.01% | 0.0% |
| Q1 2023 | $1,304 | +18.5% | 9,839 | +11.6% | 0.01% | 0.0% |
| Q4 2022 | $1,100 | -99.9% | 8,818 | +4.6% | 0.01% | +20.0% |
| Q3 2022 | $911,000 | +12.9% | 8,427 | +22.9% | 0.01% | +25.0% |
| Q2 2022 | $807,000 | +715.2% | 6,858 | +936.0% | 0.00% | – |
| Q1 2022 | $99,000 | +65.0% | 662 | +54.0% | 0.00% | – |
| Q4 2021 | $60,000 | +215.8% | 430 | +179.2% | 0.00% | – |
| Q3 2021 | $19,000 | -5.0% | 154 | 0.0% | 0.00% | – |
| Q2 2021 | $20,000 | +5.3% | 154 | 0.0% | 0.00% | – |
| Q1 2021 | $19,000 | -65.5% | 154 | -72.5% | 0.00% | -100.0% |
| Q4 2019 | $55,000 | +7.8% | 560 | +0.7% | 0.00% | 0.0% |
| Q3 2019 | $51,000 | -37.8% | 556 | -35.4% | 0.00% | 0.0% |
| Q2 2019 | $82,000 | +36.7% | 861 | +30.5% | 0.00% | 0.0% |
| Q1 2019 | $60,000 | – | 660 | – | 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% |