ISHARES TR's ticker is IYM and the CUSIP is 464287838. A total of 203 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $574,041 | -14.7% | 4,100 | -10.0% | 0.13% | -17.4% |
| Q1 2024 | $672,910 | +0.1% | 4,555 | -6.4% | 0.16% | -7.2% |
| Q4 2023 | $672,148 | -17.5% | 4,865 | -24.6% | 0.17% | -27.1% |
| 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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Cranbrook Wealth Management, LLC | 17,368 | $1,225,000 | 0.69% |
| Clal Insurance Enterprises Holdings Ltd | 344,800 | $24,322,000 | 0.65% |
| S. R. Schill & Associates | 12,642 | $892,000 | 0.62% |
| NWAM LLC | 17,797 | $1,255,000 | 0.51% |
| United Asset Strategies, Inc. | 12,697 | $896,000 | 0.39% |
| Madden Advisory Services, Inc. | 8,125 | $573,000 | 0.38% |
| ROBERTS GLORE & CO INC /IL/ | 6,860 | $484,000 | 0.37% |
| Virtu Financial LLC | 30,426 | $2,146,000 | 0.30% |
| CHARTIST INC /CA/ | 8,200 | $578,361,000 | 0.29% |
| BOSTON RESEARCH & MANAGEMENT INC | 6,510 | $459,000 | 0.28% |