ISHARES TR's ticker is IYM and the CUSIP is 464287838. A total of 125 filers reported holding ISHARES TR in Q3 2017. The put-call ratio across all filers is 0.77 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $209,288 | -26.4% | 1,573 | -26.7% | 0.00% | -20.0% |
| Q1 2023 | $284,542 | -10.0% | 2,147 | -15.3% | 0.01% | -16.7% |
| Q4 2022 | $316,167 | -59.9% | 2,534 | -65.3% | 0.01% | -64.7% |
| Q3 2022 | $789,000 | -10.3% | 7,299 | -2.4% | 0.02% | -5.6% |
| Q2 2022 | $880,000 | -16.1% | 7,479 | +6.6% | 0.02% | +5.9% |
| Q1 2022 | $1,049,000 | +216.0% | 7,014 | +196.1% | 0.02% | +240.0% |
| Q4 2021 | $332,000 | -35.9% | 2,369 | -43.0% | 0.01% | -37.5% |
| Q3 2021 | $518,000 | -24.2% | 4,159 | -20.6% | 0.01% | -20.0% |
| Q2 2021 | $683,000 | +148.4% | 5,240 | +139.6% | 0.01% | +100.0% |
| Q1 2021 | $275,000 | -62.5% | 2,187 | -66.2% | 0.01% | -61.5% |
| Q4 2020 | $734,000 | -22.8% | 6,468 | -34.7% | 0.01% | -62.9% |
| Q1 2018 | $951,000 | -59.3% | 9,898 | -56.7% | 0.04% | -59.8% |
| Q4 2017 | $2,335,000 | +341.4% | 22,852 | +285.9% | 0.09% | +383.3% |
| Q2 2017 | $529,000 | +163.2% | 5,921 | +162.7% | 0.02% | +157.1% |
| Q1 2017 | $201,000 | -10.3% | 2,254 | -16.5% | 0.01% | -22.2% |
| Q4 2016 | $224,000 | -80.9% | 2,699 | -81.8% | 0.01% | -82.4% |
| Q3 2016 | $1,173,000 | +37.5% | 14,848 | +32.2% | 0.05% | +34.2% |
| Q2 2016 | $853,000 | – | 11,231 | – | 0.04% | – |
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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% |