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 ↓ |
|---|---|---|---|
| Milestone Advisory Partners | 28,039 | $3,716,009 | 3.43% |
| Kalos Management, Inc. | 8,508 | $1,127,565 | 2.26% |
| SPC Financial, Inc. | 147,163 | $19,503,455 | 2.22% |
| PGIM Custom Harvest LLC | 284,323 | $37,681,360 | 1.56% |
| EWG Elevate Inc. | 23,279 | $3,085,173 | 1.32% |
| Pinkerton Retirement Specialists, LLC | 45,991 | $6,095,187 | 1.14% |
| Navis Wealth Advisors, LLC | 7,727 | $1,024,092 | 1.12% |
| Vahanian & Associates Financial Planning Inc. | 2,656 | $352,000 | 0.98% |
| Royal Fund Management, LLC | 39,749 | $5,267,937 | 0.75% |
| Stonebridge Financial Planning Group, LLC | 7,962 | $1,055,204 | 0.68% |