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 | $1,101,761 | -10.2% | 8,722 | -5.4% | 0.12% | -7.2% |
| Q2 2023 | $1,227,253 | +35024.6% | 9,224 | +32842.9% | 0.12% | – |
| Q4 2022 | $3,494 | +16.5% | 28 | 0.0% | 0.00% | – |
| Q3 2022 | $3,000 | 0.0% | 28 | 0.0% | 0.00% | – |
| Q2 2022 | $3,000 | -25.0% | 28 | 0.0% | 0.00% | – |
| Q1 2022 | $4,000 | 0.0% | 28 | 0.0% | 0.00% | – |
| Q4 2021 | $4,000 | 0.0% | 28 | 0.0% | 0.00% | – |
| Q1 2021 | $4,000 | +33.3% | 28 | 0.0% | 0.00% | – |
| Q4 2020 | $3,000 | – | 28 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Commonwealth Financial Services, LLC | 70,535 | $5,571,000 | 5.24% |
| ADVANTAGE INVESTMENT MANAGEMENT, LLC | 76,915 | $6,075,000 | 2.22% |
| Quantitative Advantage, LLC | 78,876 | $6,230,000 | 1.89% |
| First Heartland Consultants, Inc. | 28,681 | $2,265,000 | 0.66% |
| Cranbrook Wealth Management, LLC | 13,814 | $1,091,000 | 0.55% |
| Kalos Management, Inc. | 6,952 | $549,000 | 0.47% |
| First Allied Advisory Services, Inc. | 94,108 | $7,433,000 | 0.40% |
| COMMERCE BANK | 308,605 | $24,373,000 | 0.38% |
| Madden Advisory Services, Inc. | 7,710 | $608,000 | 0.37% |
| ROBERTS GLORE & CO INC /IL/ | 6,414 | $507,000 | 0.36% |