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 2021 | $29,000 | -37.0% | 235 | -32.9% | 0.01% | -44.4% |
| Q2 2021 | $46,000 | +17.9% | 350 | 0.0% | 0.02% | -5.3% |
| Q1 2021 | $39,000 | 0.0% | 350 | 0.0% | 0.02% | 0.0% |
| Q4 2020 | $39,000 | +11.4% | 350 | 0.0% | 0.02% | -9.5% |
| Q3 2020 | $35,000 | +12.9% | 350 | 0.0% | 0.02% | -4.5% |
| Q2 2020 | $31,000 | +29.2% | 350 | 0.0% | 0.02% | +4.8% |
| Q1 2020 | $24,000 | -29.4% | 350 | 0.0% | 0.02% | -22.2% |
| Q4 2019 | $34,000 | +6.2% | 350 | 0.0% | 0.03% | -10.0% |
| Q3 2019 | $32,000 | -3.0% | 350 | 0.0% | 0.03% | +3.4% |
| Q2 2019 | $33,000 | +6.5% | 350 | 0.0% | 0.03% | +26.1% |
| Q1 2019 | $31,000 | +6.9% | 350 | 0.0% | 0.02% | +4.5% |
| Q4 2018 | $29,000 | – | 350 | – | 0.02% | – |
Download | ||||||
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% |