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 | $314,916 | -14.8% | 2,493 | -10.2% | 0.20% | -15.5% |
| Q2 2023 | $369,480 | -0.9% | 2,777 | -1.3% | 0.23% | -11.1% |
| Q1 2023 | $372,939 | +10.3% | 2,814 | -6.2% | 0.26% | -7.4% |
| Q4 2022 | $338,251 | +12.4% | 3,000 | 0.0% | 0.28% | +6.4% |
| Q3 2022 | $301,000 | -12.8% | 3,000 | 0.0% | 0.26% | -12.0% |
| Q2 2022 | $345,000 | -33.7% | 3,000 | 0.0% | 0.30% | -18.9% |
| Q1 2022 | $520,000 | +18.7% | 3,000 | 0.0% | 0.37% | +23.3% |
| Q4 2021 | $438,000 | +12.6% | 3,000 | -3.9% | 0.30% | +4.5% |
| Q3 2021 | $389,000 | -33.6% | 3,121 | -30.5% | 0.29% | -29.4% |
| Q2 2021 | $586,000 | – | 4,493 | – | 0.41% | – |
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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% |