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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $399,150 | +0.4% | 3,000 | 0.0% | 0.03% | -6.2% |
| Q1 2023 | $397,590 | +106207.5% | 3,000 | 0.0% | 0.03% | 0.0% |
| Q4 2022 | $374 | -99.9% | 3,000 | 0.0% | 0.03% | +6.7% |
| Q3 2022 | $324,000 | -8.2% | 3,000 | 0.0% | 0.03% | -6.2% |
| Q2 2022 | $353,000 | -21.4% | 3,000 | 0.0% | 0.03% | -13.5% |
| Q1 2022 | $449,000 | +6.7% | 3,000 | 0.0% | 0.04% | +8.8% |
| Q4 2021 | $421,000 | +12.6% | 3,000 | 0.0% | 0.03% | +3.0% |
| Q3 2021 | $374,000 | +28.5% | 3,000 | 0.0% | 0.03% | +26.9% |
| Q2 2021 | $291,000 | -22.8% | 3,000 | 0.0% | 0.03% | -29.7% |
| Q1 2021 | $377,000 | +10.9% | 3,000 | 0.0% | 0.04% | +8.8% |
| Q4 2020 | $340,000 | – | 3,000 | – | 0.03% | – |
Download | ||||||
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% |