ISHARES TR's ticker is IYM and the CUSIP is 464287838. A total of 196 filers reported holding ISHARES TR in Q1 2024. The put-call ratio across all filers is 0.37 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $25,202 | -5.2% | 180 | 0.0% | 0.01% | -7.7% |
| Q1 2024 | $26,591 | +6.9% | 180 | 0.0% | 0.01% | 0.0% |
| Q4 2023 | $24,869 | +9.4% | 180 | 0.0% | 0.01% | 0.0% |
| Q3 2023 | $22,738 | -5.1% | 180 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $23,949 | +0.4% | 180 | 0.0% | 0.01% | -23.5% |
| Q1 2023 | $23,855 | +6.2% | 180 | 0.0% | 0.02% | -15.0% |
| Q4 2022 | $22,459 | – | 180 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Pinnacle Family Advisors, LLC | 29,540 | $2,917,000 | 1.97% |
| First Citizens Financial Corp | 10,704 | $1,057,000 | 1.05% |
| Kalos Management, Inc. | 11,439 | $1,234,000 | 0.55% |
| Fulcrum Equity Management | 11,609 | $1,146,000 | 0.53% |
| Pathway Financial Advisors LLC | 12,870 | $1,253,000 | 0.48% |
| Harvest Investment Services, LLC | 6,180 | $610,000 | 0.35% |
| BARINGS LLC | 118,304 | $11,683,000 | 0.27% |
| ROBERTS GLORE & CO INC /IL/ | 6,744 | $665,000 | 0.24% |
| CEDAR CAPITAL, LLC | 6,352 | $627,000 | 0.21% |
| Bray Capital Advisors | 5,650 | $558,000 | 0.20% |