ISHARES TR's ticker is IYM and the CUSIP is 464287838. A total of 204 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.58 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $249,859 | +18.4% | 2,003 | +2.5% | 0.03% | +3.1% |
| Q3 2022 | $211,000 | -12.4% | 1,955 | -4.5% | 0.03% | -11.1% |
| Q2 2022 | $241,000 | -51.3% | 2,047 | -38.2% | 0.04% | -44.6% |
| Q1 2022 | $495,000 | +80.0% | 3,311 | +68.6% | 0.06% | +80.6% |
| Q4 2021 | $275,000 | +105.2% | 1,964 | +81.3% | 0.04% | +89.5% |
| Q3 2021 | $134,000 | +5.5% | 1,083 | +10.6% | 0.02% | +26.7% |
| Q2 2021 | $127,000 | +115.3% | 979 | +107.4% | 0.02% | +50.0% |
| Q1 2021 | $59,000 | +227.8% | 472 | +186.1% | 0.01% | +150.0% |
| Q4 2020 | $18,000 | -99.9% | 165 | 0.0% | 0.00% | -55.6% |
| Q3 2020 | $16,952,000 | +9.1% | 165 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $15,531,000 | -87.2% | 165 | -90.6% | 0.01% | -88.5% |
| Q1 2020 | $121,683,000 | -27.0% | 1,757 | +0.5% | 0.08% | -22.0% |
| Q4 2019 | $166,601,000 | – | 1,749 | – | 0.10% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Commonwealth Financial Services, LLC | 70,535 | $5,571,000 | 5.24% |
| ADVANTAGE INVESTMENT MANAGEMENT, LLC | 76,915 | $6,075,000 | 2.22% |
| Quantitative Advantage, LLC | 78,876 | $6,230,000 | 1.89% |
| First Heartland Consultants, Inc. | 28,681 | $2,265,000 | 0.66% |
| Cranbrook Wealth Management, LLC | 13,814 | $1,091,000 | 0.55% |
| Kalos Management, Inc. | 6,952 | $549,000 | 0.47% |
| First Allied Advisory Services, Inc. | 94,108 | $7,433,000 | 0.40% |
| COMMERCE BANK | 308,605 | $24,373,000 | 0.38% |
| Madden Advisory Services, Inc. | 7,710 | $608,000 | 0.37% |
| ROBERTS GLORE & CO INC /IL/ | 6,414 | $507,000 | 0.36% |