ISHARES TR's ticker is IYM and the CUSIP is 464287838. A total of 179 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 1.93 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $814,764 | -66.4% | 6,450 | -64.6% | 0.23% | -32.0% |
| Q2 2023 | $2,422,840 | +96.6% | 18,210 | +84.4% | 0.34% | -9.4% |
| Q1 2023 | $1,232,104 | 0.0% | 9,875 | 0.0% | 0.37% | 0.0% |
| Q4 2022 | $1,232,104 | +14.5% | 9,875 | -0.8% | 0.37% | +5.1% |
| Q3 2022 | $1,076,000 | -9.1% | 9,950 | -1.0% | 0.35% | -3.5% |
| Q2 2022 | $1,184,000 | -61.0% | 10,055 | -50.5% | 0.37% | -10.9% |
| Q1 2022 | $3,038,000 | +105.1% | 20,310 | +92.3% | 0.41% | +4.0% |
| Q4 2021 | $1,481,000 | +11.5% | 10,560 | -0.9% | 0.40% | +7.6% |
| Q3 2021 | $1,328,000 | – | 10,660 | – | 0.37% | – |
Download | ||||||
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% |