ISHARES TR's ticker is IYM and the CUSIP is 464287838. A total of 3 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $710,045 | -5.9% | 5,621 | -0.9% | 0.46% | -1.1% |
| Q2 2023 | $754,527 | -28.5% | 5,671 | -28.8% | 0.46% | -32.5% |
| Q1 2023 | $1,055,204 | +9.5% | 7,962 | +3.1% | 0.68% | +6.2% |
| Q4 2022 | $963,474 | +22.1% | 7,722 | +5.9% | 0.64% | +16.1% |
| Q3 2022 | $789,000 | -41.8% | 7,292 | -36.6% | 0.55% | -40.0% |
| Q2 2022 | $1,355,000 | +41.7% | 11,509 | +80.1% | 0.92% | +72.0% |
| Q1 2022 | $956,000 | +17.7% | 6,392 | +1.4% | 0.54% | +25.6% |
| Q4 2021 | $812,000 | -3.8% | 6,303 | +1.8% | 0.43% | +3.1% |
| Q3 2021 | $844,000 | +0.5% | 6,192 | -2.9% | 0.41% | -7.2% |
| Q2 2021 | $840,000 | +250.0% | 6,376 | +238.1% | 0.44% | +217.9% |
| Q1 2021 | $240,000 | +179.1% | 1,886 | +149.5% | 0.14% | +159.3% |
| Q4 2020 | $86,000 | +10.3% | 756 | 0.0% | 0.05% | -3.6% |
| Q3 2020 | $78,000 | +13.0% | 756 | 0.0% | 0.06% | -5.1% |
| Q2 2020 | $69,000 | +19.0% | 756 | 0.0% | 0.06% | +1.7% |
| Q1 2020 | $58,000 | -52.8% | 756 | -39.8% | 0.06% | -47.7% |
| Q4 2019 | $123,000 | – | 1,255 | – | 0.11% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Kalos Management, Inc. | 7,594 | $876,000 | 2.16% |
| SPC Financial, Inc. | 149,043 | $16,121,000 | 2.01% |
| Capital CS Group, LLC | 13,366 | $1,446,000 | 1.55% |
| First Citizens Financial Corp | 13,458 | $1,456,000 | 1.43% |
| Vahanian & Associates Financial Planning Inc. | 3,529 | $382,000 | 1.32% |
| Navis Wealth Advisors, LLC | 7,610 | $823,000 | 1.27% |
| Cadent Capital Advisors, LLC | 20,813 | $2,251,000 | 1.26% |
| Kesler, Norman & Wride, LLC | 28,887 | $3,124,000 | 0.87% |
| Royal Fund Management, LLC | 43,142 | $4,666,000 | 0.85% |
| MinichMacGregor Wealth Management, LLC | 15,848 | $1,714,000 | 0.68% |