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 | $15,411 | -49.6% | 122 | -47.0% | 0.00% | – |
| Q2 2023 | $30,602 | +10.0% | 230 | +9.5% | 0.00% | – |
| Q1 2023 | $27,832 | +6.2% | 210 | 0.0% | 0.00% | – |
| Q4 2022 | $26,202 | -60.3% | 210 | -65.6% | 0.00% | – |
| Q3 2022 | $66,000 | -9.6% | 610 | 0.0% | 0.00% | – |
| Q2 2022 | $73,000 | -25.5% | 610 | -6.7% | 0.00% | – |
| Q1 2022 | $98,000 | -15.5% | 654 | -20.0% | 0.00% | – |
| Q4 2021 | $116,000 | +23.4% | 818 | +7.9% | 0.00% | – |
| Q3 2021 | $94,000 | -16.8% | 758 | -11.7% | 0.00% | – |
| Q2 2021 | $113,000 | +27.0% | 858 | +20.2% | 0.00% | – |
| Q1 2021 | $89,000 | -59.5% | 714 | -63.0% | 0.00% | – |
| Q4 2020 | $220,000 | +45.7% | 1,928 | +26.4% | 0.00% | – |
| Q3 2020 | $151,000 | -48.1% | 1,525 | -53.1% | 0.00% | – |
| Q2 2020 | $291,000 | +30.5% | 3,253 | +1.0% | 0.00% | – |
| Q1 2020 | $223,000 | +2.8% | 3,220 | +45.3% | 0.00% | – |
| Q4 2019 | $217,000 | +4.8% | 2,216 | -1.2% | 0.00% | – |
| Q3 2019 | $207,000 | -3.3% | 2,244 | -0.5% | 0.00% | – |
| Q2 2019 | $214,000 | -5.7% | 2,256 | -9.3% | 0.00% | – |
| Q1 2019 | $227,000 | +9.1% | 2,486 | +0.4% | 0.00% | – |
| Q4 2018 | $208,000 | -56.9% | 2,477 | -49.5% | 0.00% | – |
| Q3 2018 | $483,000 | -4.0% | 4,906 | -3.3% | 0.00% | – |
| Q2 2018 | $503,000 | -4.9% | 5,076 | -7.8% | 0.00% | -100.0% |
| Q1 2018 | $529,000 | +5.8% | 5,504 | +12.6% | 0.00% | – |
| Q4 2017 | $500,000 | +9.4% | 4,888 | +2.4% | 0.00% | – |
| Q3 2017 | $457,000 | -5.8% | 4,775 | -12.0% | 0.00% | -100.0% |
| Q2 2017 | $485,000 | +120.5% | 5,429 | +120.2% | 0.00% | – |
| Q1 2017 | $220,000 | +6.8% | 2,466 | -0.2% | 0.00% | – |
| Q4 2016 | $206,000 | +25.6% | 2,472 | +19.0% | 0.00% | – |
| Q3 2016 | $164,000 | +4.5% | 2,078 | +0.3% | 0.00% | – |
| Q2 2016 | $157,000 | -47.3% | 2,072 | -49.0% | 0.00% | – |
| Q1 2016 | $298,000 | +4.2% | 4,065 | +0.1% | 0.00% | – |
| Q4 2015 | $286,000 | -44.9% | 4,060 | -49.4% | 0.00% | -100.0% |
| Q3 2015 | $519,000 | -31.3% | 8,017 | -14.5% | 0.00% | 0.0% |
| Q2 2015 | $755,000 | -1.7% | 9,376 | +0.1% | 0.00% | 0.0% |
| Q1 2015 | $768,000 | +365.5% | 9,369 | +368.4% | 0.00% | – |
| Q4 2014 | $165,000 | -29.2% | 2,000 | -25.9% | 0.00% | – |
| Q3 2014 | $233,000 | -1.7% | 2,700 | 0.0% | 0.00% | – |
| Q2 2014 | $237,000 | +5.8% | 2,700 | 0.0% | 0.00% | – |
| Q1 2014 | $224,000 | -0.9% | 2,700 | -2.6% | 0.00% | – |
| Q4 2013 | $226,000 | -35.1% | 2,773 | -41.3% | 0.00% | -100.0% |
| Q3 2013 | $348,000 | +13.4% | 4,723 | +3.2% | 0.00% | – |
| Q2 2013 | $307,000 | – | 4,575 | – | 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% |