ISHARES TR's ticker is IYM and the CUSIP is 464287838. A total of 179 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 1.93 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $357,096 | -96.2% | 2,827 | -96.0% | 0.06% | -96.2% |
| Q2 2023 | $9,519,083 | +496.9% | 71,561 | +494.7% | 1.65% | +444.2% |
| Q1 2023 | $1,594,861 | +232.8% | 12,034 | +213.3% | 0.30% | +188.6% |
| Q4 2022 | $479,242 | -42.2% | 3,841 | -49.9% | 0.10% | -42.6% |
| Q3 2022 | $829,000 | -4.7% | 7,663 | +3.7% | 0.18% | +0.5% |
| Q2 2022 | $870,000 | +12.8% | 7,389 | +43.3% | 0.18% | +50.4% |
| Q1 2022 | $771,000 | -8.4% | 5,158 | -14.1% | 0.12% | -4.7% |
| Q4 2021 | $842,000 | -85.7% | 6,002 | -87.3% | 0.13% | -86.5% |
| Q3 2021 | $5,872,000 | +69.1% | 47,141 | +53.9% | 0.94% | +41.0% |
| Q4 2020 | $3,472,000 | – | 30,622 | – | 0.67% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Milestone Advisory Partners | 28,039 | $3,716,009 | 3.43% |
| Kalos Management, Inc. | 8,508 | $1,127,565 | 2.26% |
| SPC Financial, Inc. | 147,163 | $19,503,455 | 2.22% |
| PGIM Custom Harvest LLC | 284,323 | $37,681,360 | 1.56% |
| EWG Elevate Inc. | 23,279 | $3,085,173 | 1.32% |
| Pinkerton Retirement Specialists, LLC | 45,991 | $6,095,187 | 1.14% |
| Navis Wealth Advisors, LLC | 7,727 | $1,024,092 | 1.12% |
| Vahanian & Associates Financial Planning Inc. | 2,656 | $352,000 | 0.98% |
| Royal Fund Management, LLC | 39,749 | $5,267,937 | 0.75% |
| Stonebridge Financial Planning Group, LLC | 7,962 | $1,055,204 | 0.68% |