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 | $1,770,754 | -4.5% | 14,018 | +0.6% | 1.25% | -1.0% |
| Q2 2023 | $1,853,387 | +110220.7% | 13,930 | +3.5% | 1.26% | -13.2% |
| Q4 2022 | $1,680 | -99.9% | 13,463 | +0.0% | 1.45% | +1.3% |
| Q3 2022 | $1,456,000 | -10.0% | 13,458 | -2.1% | 1.43% | +0.4% |
| Q2 2022 | $1,618,000 | -20.3% | 13,743 | +1.3% | 1.43% | -6.4% |
| Q1 2022 | $2,029,000 | +17.8% | 13,567 | +10.5% | 1.52% | +21.0% |
| Q4 2021 | $1,722,000 | +10.5% | 12,280 | -1.9% | 1.26% | +1.2% |
| Q3 2021 | $1,559,000 | +1.9% | 12,516 | +6.7% | 1.24% | +7.5% |
| Q2 2021 | $1,530,000 | +5.7% | 11,733 | +1.7% | 1.16% | -2.0% |
| Q1 2021 | $1,448,000 | +15.7% | 11,532 | +4.3% | 1.18% | +8.2% |
| Q4 2020 | $1,252,000 | +18.4% | 11,059 | +3.3% | 1.09% | +4.4% |
| Q3 2020 | $1,057,000 | +11.4% | 10,704 | +0.6% | 1.05% | +5.7% |
| Q2 2020 | $949,000 | +29.3% | 10,637 | +0.4% | 0.99% | +2.7% |
| Q1 2020 | $734,000 | -25.6% | 10,592 | +5.1% | 0.96% | -1.1% |
| Q4 2019 | $987,000 | – | 10,075 | – | 0.98% | – |
Download | ||||||
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% |