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 | $3,150,042 | +9.8% | 24,937 | +15.7% | 2.62% | +0.9% |
| Q2 2023 | $2,868,026 | -22.8% | 21,556 | -23.1% | 2.60% | -24.3% |
| Q1 2023 | $3,716,009 | +1355.0% | 28,039 | +1269.8% | 3.43% | +1704.2% |
| Q4 2022 | $255,404 | -14.3% | 2,047 | -25.6% | 0.19% | -15.2% |
| Q3 2022 | $298,000 | -82.6% | 2,753 | -81.0% | 0.22% | -83.9% |
| Q2 2022 | $1,714,000 | +47.9% | 14,524 | +87.4% | 1.39% | +122.2% |
| Q1 2022 | $1,159,000 | – | 7,751 | – | 0.62% | – |
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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% |