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 ↓ |
|---|---|---|---|
| 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% |