ISHARES TR's ticker is IYM and the CUSIP is 464287838. A total of 3 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.0%.
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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MinichMacGregor Wealth Management, LLC | 99,895 | $14,940,000 | 4.78% |
| Lionsbridge Wealth Management LLC | 10,768 | $1,610,000 | 1.86% |
| Pinnacle Family Advisors, LLC | 21,345 | $3,192,000 | 1.70% |
| First Citizens Financial Corp | 13,567 | $2,029,000 | 1.52% |
| Navis Wealth Advisors, LLC | 7,639 | $1,142,000 | 1.01% |
| FIFTH THIRD SECURITIES, INC. | 2,045 | $306,000 | 0.91% |
| SVB Investment Services Inc. | 8,981 | $1,343,000 | 0.83% |
| Copperwynd Financial, LLC | 12,778 | $1,911,000 | 0.79% |
| Consilium Wealth Advisory, LLC | 7,263 | $1,086,000 | 0.78% |
| Kalos Management, Inc. | 7,595 | $1,066,000 | 0.73% |