ISHARES TR's ticker is IYM and the CUSIP is 464287838. A total of 206 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.04 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $308,769 | -8.8% | 2,445 | -3.9% | 0.00% | -33.3% |
| Q2 2023 | $338,525 | +8.8% | 2,545 | +8.4% | 0.01% | +20.0% |
| Q1 2023 | $311,014 | +7.0% | 2,347 | +0.7% | 0.01% | -16.7% |
| Q4 2022 | $290,768 | +14.5% | 2,331 | +0.2% | 0.01% | 0.0% |
| Q3 2022 | $254,000 | -8.3% | 2,326 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $277,000 | -27.7% | 2,326 | -9.1% | 0.01% | +20.0% |
| Q1 2022 | $383,000 | +51.4% | 2,559 | +41.6% | 0.01% | -28.6% |
| Q4 2021 | $253,000 | -14.8% | 1,807 | -24.1% | 0.01% | 0.0% |
| Q3 2021 | $297,000 | – | 2,382 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Commonwealth Financial Services, LLC | 70,535 | $5,571,000 | 5.24% |
| ADVANTAGE INVESTMENT MANAGEMENT, LLC | 76,915 | $6,075,000 | 2.22% |
| Quantitative Advantage, LLC | 78,876 | $6,230,000 | 1.89% |
| First Heartland Consultants, Inc. | 28,681 | $2,265,000 | 0.66% |
| Cranbrook Wealth Management, LLC | 13,814 | $1,091,000 | 0.55% |
| Kalos Management, Inc. | 6,952 | $549,000 | 0.47% |
| First Allied Advisory Services, Inc. | 94,108 | $7,433,000 | 0.40% |
| COMMERCE BANK | 308,605 | $24,373,000 | 0.38% |
| Madden Advisory Services, Inc. | 7,710 | $608,000 | 0.37% |
| ROBERTS GLORE & CO INC /IL/ | 6,414 | $507,000 | 0.36% |