ISHARES TR's ticker is IYM and the CUSIP is 464287838. A total of 204 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.58 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $348,059 | -1.1% | 2,616 | -1.5% | 1.10% | +12.6% |
| Q1 2023 | $352,000 | +3.1% | 2,656 | -2.9% | 0.98% | -12.5% |
| Q4 2022 | $341,371 | -10.6% | 2,736 | -22.5% | 1.12% | -15.1% |
| Q3 2022 | $382,000 | -41.5% | 3,529 | -24.2% | 1.32% | +150.0% |
| Q4 2021 | $653,000 | – | 4,656 | – | 0.53% | – |
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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% |