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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $4,159,800 | +15.4% | 33,340 | +0.0% | 0.05% | +15.2% |
| Q3 2022 | $3,606,000 | -8.6% | 33,339 | -0.5% | 0.05% | -4.2% |
| Q2 2022 | $3,944,000 | -21.3% | 33,499 | +0.0% | 0.05% | -7.7% |
| Q1 2022 | $5,009,000 | +5.7% | 33,497 | -0.9% | 0.05% | +13.0% |
| Q4 2021 | $4,739,000 | +13.9% | 33,796 | +1.2% | 0.05% | -17.9% |
| Q3 2021 | $4,160,000 | -4.5% | 33,400 | 0.0% | 0.06% | -9.7% |
| Q2 2021 | $4,354,000 | +4.1% | 33,400 | +0.2% | 0.06% | -6.1% |
| Q1 2021 | $4,184,000 | +11.5% | 33,324 | +0.7% | 0.07% | +8.2% |
| Q4 2020 | $3,754,000 | +14.8% | 33,100 | 0.0% | 0.06% | 0.0% |
| Q3 2020 | $3,269,000 | +10.7% | 33,100 | 0.0% | 0.06% | -6.2% |
| Q2 2020 | $2,954,000 | -57.3% | 33,100 | -66.9% | 0.06% | -69.0% |
| Q1 2020 | $6,921,000 | -29.3% | 99,918 | 0.0% | 0.21% | -20.8% |
| Q4 2019 | $9,786,000 | +6.2% | 99,918 | 0.0% | 0.26% | -6.0% |
| Q3 2019 | $9,219,000 | -2.9% | 99,918 | 0.0% | 0.28% | -4.4% |
| Q2 2019 | $9,493,000 | +3.9% | 99,918 | 0.0% | 0.30% | -16.7% |
| Q1 2019 | $9,135,000 | +62.8% | 99,918 | +49.5% | 0.35% | +6.3% |
| Q4 2018 | $5,610,000 | – | 66,818 | – | 0.33% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Kalos Management, Inc. | 6,604 | $823,981 | 1.86% |
| PGIM Custom Harvest LLC | 276,580 | $34,508,889 | 1.56% |
| First Citizens Financial Corp | 13,463 | $1,680 | 1.45% |
| SPC Financial, Inc. | 98,060 | $12,235,005 | 1.45% |
| Navis Wealth Advisors, LLC | 7,701 | $960,792 | 1.36% |
| Pinnacle Family Advisors, LLC | 14,026 | $1,750,024 | 1.25% |
| Vahanian & Associates Financial Planning Inc. | 2,736 | $341,371 | 1.12% |
| Stonebridge Financial Planning Group, LLC | 7,722 | $963,474 | 0.64% |
| Royal Fund Management, LLC | 31,288 | $3,903,767 | 0.62% |
| UNIONVIEW, LLC | 4,083 | $509,441 | 0.51% |