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 | $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% | – |
Download | ||||||
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% |