ISHARES TR's ticker is IYM and the CUSIP is 464287838. A total of 177 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 2.10 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $36,243,515 | -3.9% | 286,918 | +1.2% | 1.34% | -6.0% |
| Q2 2023 | $37,722,238 | +0.1% | 283,519 | -0.3% | 1.42% | -9.0% |
| Q1 2023 | $37,681,360 | +9.2% | 284,323 | +2.8% | 1.56% | +0.3% |
| Q4 2022 | $34,508,889 | +1384.9% | 276,580 | +1382.7% | 1.56% | +343.2% |
| Q3 2021 | $2,324,000 | +83.4% | 18,654 | +92.0% | 0.35% | +50.4% |
| Q2 2021 | $1,267,000 | +212.8% | 9,718 | +201.1% | 0.23% | +136.4% |
| Q1 2021 | $405,000 | – | 3,227 | – | 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% |