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 | $158 | -93.1% | 1,251 | -92.7% | 0.01% | -93.0% |
| Q2 2023 | $2,290 | +317.1% | 17,215 | +315.5% | 0.20% | +354.5% |
| Q1 2023 | $549 | +180.1% | 4,143 | +163.9% | 0.04% | +144.4% |
| Q4 2022 | $196 | -99.9% | 1,570 | -16.5% | 0.02% | -18.2% |
| Q2 2022 | $221,000 | -67.1% | 1,881 | -65.1% | 0.02% | -60.7% |
| Q3 2021 | $671,000 | +60.5% | 5,387 | +68.2% | 0.06% | +60.0% |
| Q2 2021 | $418,000 | -39.7% | 3,203 | -47.6% | 0.04% | -52.1% |
| Q4 2020 | $693,000 | +333.1% | 6,109 | +276.9% | 0.07% | +231.8% |
| Q3 2020 | $160,000 | +92.8% | 1,621 | +94.1% | 0.02% | +100.0% |
| Q2 2018 | $83,000 | -66.9% | 835 | -68.0% | 0.01% | -81.4% |
| Q1 2018 | $251,000 | -62.8% | 2,611 | -60.4% | 0.06% | -66.3% |
| Q4 2017 | $675,000 | – | 6,601 | – | 0.18% | – |
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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% |