ISHARES TR's ticker is IYM and the CUSIP is 464287838. A total of 206 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.04 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $980,036 | -5.1% | 7,758 | 0.0% | 1.42% | +50.0% |
| Q2 2023 | $1,032,250 | +0.8% | 7,758 | +0.4% | 0.95% | -15.8% |
| Q1 2023 | $1,024,092 | +6.6% | 7,727 | +0.3% | 1.12% | -17.7% |
| Q4 2022 | $960,792 | +16.7% | 7,701 | +1.2% | 1.36% | +7.4% |
| Q3 2022 | $823,000 | -9.1% | 7,610 | -1.1% | 1.27% | +31.2% |
| Q2 2022 | $905,000 | -20.8% | 7,691 | +0.7% | 0.97% | -4.3% |
| Q1 2022 | $1,142,000 | +8.0% | 7,639 | +1.3% | 1.01% | +13.9% |
| Q4 2021 | $1,057,000 | +13.7% | 7,538 | +1.0% | 0.89% | +37.0% |
| Q3 2021 | $930,000 | -4.4% | 7,466 | 0.0% | 0.65% | -20.6% |
| Q2 2021 | $973,000 | +4.5% | 7,466 | +0.7% | 0.82% | +13.3% |
| Q1 2021 | $931,000 | +10.7% | 7,417 | 0.0% | 0.72% | -5.0% |
| Q4 2020 | $841,000 | – | 7,417 | – | 0.76% | – |
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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% |