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 | $26,174 | -5.1% | 207 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $27,569 | +0.5% | 207 | 0.0% | 0.00% | -25.0% |
| Q1 2023 | $27,433 | +6.6% | 207 | +0.5% | 0.00% | 0.0% |
| Q4 2022 | $25,735 | +17.0% | 206 | +0.5% | 0.00% | 0.0% |
| Q3 2022 | $22,000 | -8.3% | 205 | +0.5% | 0.00% | 0.0% |
| Q2 2022 | $24,000 | -20.0% | 204 | +1.0% | 0.00% | -20.0% |
| Q1 2022 | $30,000 | +20.0% | 202 | +0.5% | 0.01% | +25.0% |
| Q3 2021 | $25,000 | +257.1% | 201 | +302.0% | 0.00% | +300.0% |
| Q2 2021 | $7,000 | +40.0% | 50 | -3.8% | 0.00% | 0.0% |
| Q3 2020 | $5,000 | 0.0% | 52 | 0.0% | 0.00% | -50.0% |
| Q2 2020 | $5,000 | +25.0% | 52 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $4,000 | -20.0% | 52 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $5,000 | 0.0% | 52 | 0.0% | 0.00% | -33.3% |
| Q3 2019 | $5,000 | -16.7% | 52 | -21.2% | 0.00% | 0.0% |
| Q2 2019 | $6,000 | 0.0% | 66 | 0.0% | 0.00% | -25.0% |
| Q1 2019 | $6,000 | -25.0% | 66 | -31.2% | 0.00% | -33.3% |
| Q4 2018 | $8,000 | -11.1% | 96 | 0.0% | 0.01% | +20.0% |
| Q3 2018 | $9,000 | -10.0% | 96 | 0.0% | 0.01% | -16.7% |
| Q2 2018 | $10,000 | +11.1% | 96 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $9,000 | -10.0% | 96 | 0.0% | 0.01% | -14.3% |
| Q4 2017 | $10,000 | -44.4% | 96 | -49.7% | 0.01% | -30.0% |
| Q3 2017 | $18,000 | -60.0% | 191 | -61.8% | 0.01% | -65.5% |
| Q2 2017 | $45,000 | +50.0% | 500 | +47.9% | 0.03% | +31.8% |
| Q1 2017 | $30,000 | +7.1% | 338 | 0.0% | 0.02% | -4.3% |
| Q4 2016 | $28,000 | – | 338 | – | 0.02% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Johnson Midwest Financial, LLC | 120,789 | $13,699,000 | 13.05% |
| PIERSHALE FINANCIAL GROUP, INC. | 187,139 | $21,223,000 | 10.19% |
| Barber Financial Group, Inc. | 365,017 | $41,397,000 | 7.56% |
| Ascension Capital Advisors, Inc. | 57,357 | $6,505,000 | 4.54% |
| Ascension Asset Management LLC | 57,357 | $6,505,000 | 4.54% |
| EWG Elevate Inc. | 57,269 | $6,495,000 | 2.99% |
| Royal Fund Management, LLC | 97,231 | $11,027,000 | 2.34% |
| Pinkerton Retirement Specialists, LLC | 82,836 | $9,394,000 | 2.26% |
| Mattern Wealth Management LLC | 47,266 | $5,360,000 | 2.03% |
| Brookstone Capital Management | 365,884 | $41,495,000 | 1.65% |