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 | $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 ↓ |
|---|---|---|---|
| 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% |