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 | $16,674 | -1.9% | 132 | +3.1% | 0.00% | – |
| Q2 2021 | $17,000 | +6.2% | 128 | 0.0% | 0.00% | – |
| Q1 2021 | $16,000 | +6.7% | 128 | 0.0% | 0.00% | – |
| Q4 2020 | $15,000 | +15.4% | 128 | +0.8% | 0.00% | – |
| Q3 2020 | $13,000 | +8.3% | 127 | -27.0% | 0.00% | – |
| Q1 2020 | $12,000 | -88.5% | 174 | -83.6% | 0.00% | -100.0% |
| Q4 2019 | $104,000 | +6.1% | 1,059 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $98,000 | -3.0% | 1,059 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $101,000 | +4.1% | 1,059 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $97,000 | +6.6% | 1,059 | -2.4% | 0.00% | 0.0% |
| Q4 2018 | $91,000 | -15.0% | 1,085 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $107,000 | 0.0% | 1,085 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $107,000 | +2.9% | 1,085 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $104,000 | -6.3% | 1,085 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $111,000 | +6.7% | 1,085 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $104,000 | +7.2% | 1,085 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $97,000 | 0.0% | 1,085 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $97,000 | +7.8% | 1,085 | 0.0% | 0.00% | 0.0% |
| Q4 2016 | $90,000 | -17.4% | 1,085 | -21.3% | 0.00% | 0.0% |
| Q3 2016 | $109,000 | +32.9% | 1,379 | +27.1% | 0.00% | 0.0% |
| Q2 2016 | $82,000 | +3.8% | 1,085 | 0.0% | 0.00% | 0.0% |
| Q1 2016 | $79,000 | +2.6% | 1,085 | 0.0% | 0.00% | 0.0% |
| Q4 2015 | $77,000 | +10.0% | 1,085 | 0.0% | 0.00% | 0.0% |
| Q3 2015 | $70,000 | -19.5% | 1,085 | 0.0% | 0.00% | 0.0% |
| Q2 2015 | $87,000 | -2.2% | 1,085 | 0.0% | 0.00% | 0.0% |
| Q1 2015 | $89,000 | 0.0% | 1,085 | 0.0% | 0.00% | 0.0% |
| Q4 2014 | $89,000 | -4.3% | 1,085 | 0.0% | 0.00% | 0.0% |
| Q3 2014 | $93,000 | -2.1% | 1,085 | 0.0% | 0.00% | 0.0% |
| Q2 2014 | $95,000 | +5.6% | 1,085 | 0.0% | 0.00% | 0.0% |
| Q1 2014 | $90,000 | +2.3% | 1,085 | 0.0% | 0.00% | 0.0% |
| Q4 2013 | $88,000 | +10.0% | 1,085 | 0.0% | 0.00% | 0.0% |
| Q3 2013 | $80,000 | +9.6% | 1,085 | 0.0% | 0.00% | 0.0% |
| Q2 2013 | $73,000 | – | 1,085 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Johnson Midwest Financial, LLC | 120,789 | $13,699,000 | 13.05% |
| PIERSHALE FINANCIAL GROUP, INC. | 187,139 | $21,223,000 | 10.19% |
| Barber Financial Group, Inc. | 365,017 | $41,397,000 | 7.56% |
| Ascension Capital Advisors, Inc. | 57,357 | $6,505,000 | 4.54% |
| Ascension Asset Management LLC | 57,357 | $6,505,000 | 4.54% |
| EWG Elevate Inc. | 57,269 | $6,495,000 | 2.99% |
| Royal Fund Management, LLC | 97,231 | $11,027,000 | 2.34% |
| Pinkerton Retirement Specialists, LLC | 82,836 | $9,394,000 | 2.26% |
| Mattern Wealth Management LLC | 47,266 | $5,360,000 | 2.03% |
| Brookstone Capital Management | 365,884 | $41,495,000 | 1.65% |