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 ↓ |
|---|---|---|---|
| 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% |