ISHARES TR's ticker is IYM and the CUSIP is 464287838. A total of 190 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.30 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $433,440 | -8.0% | 3,500 | 0.0% | 0.06% | 0.0% |
| Q2 2023 | $471,380 | +1.7% | 3,500 | 0.0% | 0.06% | -17.3% |
| Q1 2023 | $463,645 | +75.5% | 3,500 | +75.0% | 0.08% | +63.0% |
| Q4 2022 | $264,120 | -43.2% | 2,000 | -50.0% | 0.05% | -49.5% |
| Q3 2022 | $465,000 | -1.5% | 4,000 | 0.0% | 0.09% | +4.6% |
| Q2 2022 | $472,000 | -44.3% | 4,000 | -27.3% | 0.09% | -39.6% |
| Q1 2022 | $847,000 | +9.9% | 5,500 | 0.0% | 0.14% | +29.7% |
| Q4 2021 | $771,000 | – | 5,500 | – | 0.11% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| PIERSHALE FINANCIAL GROUP, INC. | 162,743 | $13,534,000 | 8.30% |
| Quantitative Advantage, LLC | 117,255 | $9,751,000 | 2.98% |
| Pinnacle Family Advisors, LLC | 48,115 | $4,001,000 | 2.45% |
| ADVANTAGE INVESTMENT MANAGEMENT, LLC | 58,579 | $4,871,000 | 1.80% |
| NAVELLIER & ASSOCIATES INC | 49,212 | $4,092,000 | 0.68% |
| Cranbrook Wealth Management, LLC | 13,707 | $1,140,000 | 0.56% |
| NWAM LLC | 17,293 | $1,438,000 | 0.48% |
| Madden Advisory Services, Inc. | 7,710 | $641,000 | 0.43% |
| COMMERCE BANK | 316,050 | $26,283,000 | 0.39% |
| ROBERTS GLORE & CO INC /IL/ | 6,414 | $533,000 | 0.37% |