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 | $530,544 | -5.1% | 4,200 | 0.0% | 0.00% | – |
| Q2 2023 | $558,810 | +0.4% | 4,200 | 0.0% | 0.00% | – |
| Q1 2023 | $556,626 | +6.2% | 4,200 | 0.0% | 0.00% | – |
| Q4 2022 | $524,034 | +15.4% | 4,200 | 0.0% | 0.00% | – |
| Q3 2022 | $454,000 | -9.0% | 4,200 | -0.8% | 0.00% | – |
| Q2 2022 | $499,000 | -20.5% | 4,235 | +0.8% | 0.00% | – |
| Q1 2022 | $628,000 | +4.1% | 4,200 | -2.3% | 0.00% | – |
| Q4 2021 | $603,000 | +15.3% | 4,300 | +2.4% | 0.00% | – |
| Q3 2021 | $523,000 | – | 4,200 | – | 0.00% | – |
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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% |