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 | $420,393 | -13.7% | 3,328 | -9.1% | 0.04% | -4.9% |
| Q2 2023 | $487,363 | -8.4% | 3,663 | -8.7% | 0.04% | -12.8% |
| Q1 2023 | $531,843 | -7.9% | 4,013 | -4.5% | 0.05% | -6.0% |
| Q4 2022 | $577,324 | +5.0% | 4,203 | -17.4% | 0.05% | -12.3% |
| Q3 2022 | $550,000 | -17.9% | 5,087 | -10.7% | 0.06% | -12.3% |
| Q2 2022 | $670,000 | -23.0% | 5,699 | -2.1% | 0.06% | -13.3% |
| Q1 2022 | $870,000 | +6.1% | 5,821 | -0.5% | 0.08% | +7.1% |
| Q4 2021 | $820,000 | +11.7% | 5,850 | -0.8% | 0.07% | +6.1% |
| Q3 2021 | $734,000 | -5.4% | 5,895 | -1.0% | 0.07% | -8.3% |
| Q2 2021 | $776,000 | +3.9% | 5,955 | 0.0% | 0.07% | -2.7% |
| Q1 2021 | $747,000 | +10.0% | 5,955 | -0.7% | 0.07% | -28.2% |
| Q4 2020 | $679,000 | +13.7% | 5,995 | -1.0% | 0.10% | +45.1% |
| Q3 2020 | $597,000 | -99.9% | 6,055 | -0.2% | 0.07% | +4.4% |
| Q2 2020 | $541,240,000 | +134872.6% | 6,065 | +4.6% | 0.07% | +11.5% |
| Q1 2020 | $401,000 | -33.2% | 5,800 | -5.4% | 0.06% | -21.8% |
| Q4 2019 | $600,000 | +10.1% | 6,130 | 0.0% | 0.08% | +4.0% |
| Q3 2019 | $545,000 | -9.0% | 6,130 | -2.9% | 0.08% | -10.7% |
| Q2 2019 | $599,000 | +2.2% | 6,315 | -1.6% | 0.08% | -2.3% |
| Q1 2019 | $586,000 | – | 6,415 | – | 0.09% | – |
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% |