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 | ||||
|---|---|---|---|---|---|---|
| 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 ↓ |
|---|---|---|---|
| PIERSHALE FINANCIAL GROUP, INC. | 162,743 | $13,534,000 | 8.30% |
| Quantitative Advantage, LLC | 117,255 | $9,751,000 | 2.98% |
| Pinnacle Family Advisors, LLC | 48,115 | $4,001,000 | 2.45% |
| ADVANTAGE INVESTMENT MANAGEMENT, LLC | 58,579 | $4,871,000 | 1.80% |
| NAVELLIER & ASSOCIATES INC | 49,212 | $4,092,000 | 0.68% |
| Cranbrook Wealth Management, LLC | 13,707 | $1,140,000 | 0.56% |
| NWAM LLC | 17,293 | $1,438,000 | 0.48% |
| Madden Advisory Services, Inc. | 7,710 | $641,000 | 0.43% |
| COMMERCE BANK | 316,050 | $26,283,000 | 0.39% |
| ROBERTS GLORE & CO INC /IL/ | 6,414 | $533,000 | 0.37% |