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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $88,424 | -5.1% | 700 | 0.0% | 0.00% | – |
| Q2 2023 | $93,135 | -1.4% | 700 | -1.8% | 0.00% | – |
| Q1 2023 | $94,494 | +6.2% | 713 | 0.0% | 0.00% | – |
| Q4 2022 | $88,961 | +15.5% | 713 | 0.0% | 0.00% | – |
| Q3 2022 | $77,000 | +24.2% | 713 | +34.5% | 0.00% | – |
| Q2 2022 | $62,000 | -28.7% | 530 | -8.9% | 0.00% | – |
| Q1 2022 | $87,000 | +6.1% | 582 | 0.0% | 0.00% | – |
| Q4 2021 | $82,000 | -12.8% | 582 | -23.1% | 0.00% | – |
| Q3 2021 | $94,000 | -5.1% | 757 | 0.0% | 0.00% | – |
| Q2 2021 | $99,000 | +4.2% | 757 | 0.0% | 0.00% | – |
| Q1 2021 | $95,000 | +10.5% | 757 | 0.0% | 0.00% | – |
| Q4 2020 | $86,000 | +14.7% | 757 | 0.0% | 0.00% | – |
| Q3 2020 | $75,000 | -3.8% | 757 | -13.5% | 0.00% | – |
| Q2 2020 | $78,000 | +27.9% | 875 | 0.0% | 0.00% | – |
| Q1 2020 | $61,000 | -29.1% | 875 | 0.0% | 0.00% | – |
| Q4 2019 | $86,000 | +6.2% | 875 | 0.0% | 0.00% | – |
| Q3 2019 | $81,000 | -5.8% | 875 | -2.8% | 0.00% | – |
| Q2 2019 | $86,000 | +30.3% | 900 | +24.1% | 0.00% | – |
| Q1 2019 | $66,000 | +8.2% | 725 | 0.0% | 0.00% | – |
| Q4 2018 | $61,000 | -14.1% | 725 | 0.0% | 0.00% | – |
| Q3 2018 | $71,000 | -24.5% | 725 | -23.7% | 0.00% | – |
| Q2 2018 | $94,000 | +36.2% | 950 | +32.9% | 0.00% | – |
| Q1 2018 | $69,000 | -5.5% | 715 | 0.0% | 0.00% | – |
| Q4 2017 | $73,000 | +7.4% | 715 | 0.0% | 0.00% | – |
| Q3 2017 | $68,000 | -24.4% | 715 | -28.9% | 0.00% | – |
| Q2 2017 | $90,000 | -28.6% | 1,005 | -29.0% | 0.00% | – |
| Q1 2017 | $126,000 | -13.7% | 1,415 | -19.3% | 0.00% | -100.0% |
| Q4 2016 | $146,000 | +274.4% | 1,753 | +252.0% | 0.00% | – |
| Q3 2016 | $39,000 | -2.5% | 498 | -5.7% | 0.00% | – |
| Q2 2016 | $40,000 | +2.6% | 528 | 0.0% | 0.00% | – |
| Q1 2016 | $39,000 | +5.4% | 528 | 0.0% | 0.00% | – |
| Q4 2015 | $37,000 | +8.8% | 528 | 0.0% | 0.00% | – |
| Q3 2015 | $34,000 | -24.4% | 528 | -4.5% | 0.00% | – |
| Q2 2015 | $45,000 | -2.2% | 553 | -1.8% | 0.00% | – |
| Q1 2015 | $46,000 | -8.0% | 563 | -7.4% | 0.00% | – |
| Q4 2014 | $50,000 | -21.9% | 608 | -18.7% | 0.00% | – |
| Q3 2014 | $64,000 | +4.9% | 748 | +7.9% | 0.00% | – |
| Q2 2014 | $61,000 | +1.7% | 693 | -3.5% | 0.00% | – |
| Q1 2014 | $60,000 | -68.4% | 718 | -69.2% | 0.00% | -100.0% |
| Q4 2013 | $190,000 | +10.5% | 2,328 | 0.0% | 0.00% | 0.0% |
| Q3 2013 | $172,000 | +18.6% | 2,328 | +7.6% | 0.00% | 0.0% |
| Q2 2013 | $145,000 | – | 2,163 | – | 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% |