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 | $529,281 | -5.1% | 4,190 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $557,479 | +0.4% | 4,190 | 0.0% | 0.01% | -7.1% |
| Q1 2023 | $555,301 | +106076.1% | 4,190 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $523 | -99.7% | 4,190 | +102.4% | 0.01% | +133.3% |
| Q3 2020 | $204,000 | -64.2% | 2,070 | -64.4% | 0.01% | -64.7% |
| Q4 2019 | $570,000 | +6.1% | 5,820 | 0.0% | 0.02% | 0.0% |
| Q3 2019 | $537,000 | -5.8% | 5,820 | -3.0% | 0.02% | -10.5% |
| Q2 2019 | $570,000 | -36.9% | 6,000 | -39.3% | 0.02% | -38.7% |
| Q1 2019 | $903,000 | -19.6% | 9,880 | -26.2% | 0.03% | -27.9% |
| Q4 2018 | $1,123,000 | – | 13,380 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Lionsbridge Wealth Management LLC | 11,202 | $1,570,000 | 1.69% |
| MinichMacGregor Wealth Management, LLC | 31,872 | $4,468,000 | 1.36% |
| First Citizens Financial Corp | 12,280 | $1,722,000 | 1.26% |
| EWG Elevate Inc. | 13,359 | $1,873,000 | 0.92% |
| Navis Wealth Advisors, LLC | 7,538 | $1,057,000 | 0.89% |
| Consilium Wealth Advisory, LLC | 7,743 | $1,086,000 | 0.70% |
| Pathway Financial Advisors LLC | 12,560 | $1,646,000 | 0.59% |
| UNIONVIEW, LLC | 4,036 | $566,000 | 0.53% |
| Vahanian & Associates Financial Planning Inc. | 4,656 | $653,000 | 0.53% |
| SOUTHERN CAPITAL ADVISORS, LLC | 5,164 | $724,000 | 0.45% |