ISHARES TR's ticker is IYM and the CUSIP is 464287838. A total of 188 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.38 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $152,902 | +9.3% | 1,210 | +15.1% | 0.00% | – |
| Q2 2023 | $139,881 | -62.8% | 1,051 | -62.9% | 0.00% | – |
| Q1 2023 | $375,724 | +224.7% | 2,836 | +205.6% | 0.00% | – |
| Q4 2022 | $115,725 | -31.1% | 928 | -40.2% | 0.00% | – |
| Q3 2022 | $168,000 | +158.5% | 1,552 | +180.7% | 0.00% | – |
| Q2 2022 | $65,000 | -53.2% | 553 | -40.8% | 0.00% | – |
| Q1 2022 | $139,000 | +78.2% | 934 | +67.7% | 0.00% | – |
| Q4 2021 | $78,000 | +25.8% | 557 | +11.4% | 0.00% | – |
| Q3 2021 | $62,000 | +121.4% | 500 | +128.3% | 0.00% | – |
| Q2 2021 | $28,000 | +12.0% | 219 | +10.6% | 0.00% | – |
| Q1 2021 | $25,000 | -19.4% | 198 | -28.5% | 0.00% | – |
| Q4 2020 | $31,000 | 0.0% | 277 | -12.9% | 0.00% | – |
| Q3 2020 | $31,000 | +19.2% | 318 | +7.4% | 0.00% | – |
| Q2 2020 | $26,000 | +18.2% | 296 | -8.4% | 0.00% | – |
| Q1 2020 | $22,000 | -31.2% | 323 | -0.3% | 0.00% | – |
| Q4 2019 | $32,000 | +6.7% | 324 | +0.3% | 0.00% | – |
| Q3 2019 | $30,000 | +15.4% | 323 | +18.3% | 0.00% | – |
| Q2 2019 | $26,000 | +4.0% | 273 | 0.0% | 0.00% | – |
| Q1 2019 | $25,000 | -51.0% | 273 | -55.4% | 0.00% | – |
| Q4 2018 | $51,000 | -25.0% | 612 | -10.7% | 0.00% | – |
| Q3 2018 | $68,000 | – | 685 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Kalos Management, Inc. | 7,594 | $876,000 | 2.16% |
| SPC Financial, Inc. | 149,043 | $16,121,000 | 2.01% |
| Capital CS Group, LLC | 13,366 | $1,446,000 | 1.55% |
| First Citizens Financial Corp | 13,458 | $1,456,000 | 1.43% |
| Vahanian & Associates Financial Planning Inc. | 3,529 | $382,000 | 1.32% |
| Navis Wealth Advisors, LLC | 7,610 | $823,000 | 1.27% |
| Cadent Capital Advisors, LLC | 20,813 | $2,251,000 | 1.26% |
| Kesler, Norman & Wride, LLC | 28,887 | $3,124,000 | 0.87% |
| Royal Fund Management, LLC | 43,142 | $4,666,000 | 0.85% |
| MinichMacGregor Wealth Management, LLC | 15,848 | $1,714,000 | 0.68% |