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 | $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 ↓ |
|---|---|---|---|
| Kalos Management, Inc. | 7,594 | $876,000 | 2.16% |
| SPC Financial, Inc. | 149,043 | $16,121,000 | 2.01% |
| Capital CS Group, LLC | 13,366 | $1,446,000 | 1.55% |
| First Citizens Financial Corp | 13,458 | $1,456,000 | 1.43% |
| Vahanian & Associates Financial Planning Inc. | 3,529 | $382,000 | 1.32% |
| Navis Wealth Advisors, LLC | 7,610 | $823,000 | 1.27% |
| Cadent Capital Advisors, LLC | 20,813 | $2,251,000 | 1.26% |
| Kesler, Norman & Wride, LLC | 28,887 | $3,124,000 | 0.87% |
| Royal Fund Management, LLC | 43,142 | $4,666,000 | 0.85% |
| MinichMacGregor Wealth Management, LLC | 15,848 | $1,714,000 | 0.68% |