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 | $37,885,206 | -3.8% | 299,914 | +1.4% | 0.00% | 0.0% |
Q2 2023 | $39,365,213 | -5.0% | 295,867 | -5.4% | 0.00% | 0.0% |
Q1 2023 | $41,428,061 | +11.2% | 312,593 | +4.7% | 0.00% | 0.0% |
Q4 2022 | $37,246,715 | -29.6% | 298,523 | -39.0% | 0.00% | -42.9% |
Q3 2022 | $52,927,000 | -16.0% | 489,345 | -8.6% | 0.01% | -12.5% |
Q2 2022 | $63,014,000 | -1.5% | 535,242 | +25.1% | 0.01% | -11.1% |
Q1 2022 | $63,987,000 | +105.1% | 427,832 | +92.2% | 0.01% | +125.0% |
Q4 2021 | $31,204,000 | +23.2% | 222,552 | +9.4% | 0.00% | +33.3% |
Q3 2021 | $25,330,000 | -18.2% | 203,360 | -14.4% | 0.00% | -25.0% |
Q2 2021 | $30,955,000 | +16.9% | 237,452 | +12.6% | 0.00% | 0.0% |
Q1 2021 | $26,474,000 | +6.6% | 210,829 | -3.7% | 0.00% | 0.0% |
Q4 2020 | $24,837,000 | +39.3% | 219,002 | +21.3% | 0.00% | +33.3% |
Q3 2020 | $17,833,000 | +0.2% | 180,587 | -9.5% | 0.00% | -25.0% |
Q2 2020 | $17,806,000 | +26.2% | 199,529 | -2.0% | 0.00% | 0.0% |
Q1 2020 | $14,105,000 | -32.2% | 203,631 | -4.1% | 0.00% | -20.0% |
Q4 2019 | $20,791,000 | +7.4% | 212,290 | +1.2% | 0.01% | 0.0% |
Q3 2019 | $19,350,000 | -3.2% | 209,704 | -0.3% | 0.01% | 0.0% |
Q2 2019 | $19,991,000 | +3.4% | 210,400 | -0.5% | 0.01% | 0.0% |
Q1 2019 | $19,329,000 | -16.9% | 211,434 | -23.7% | 0.01% | -28.6% |
Q4 2018 | $23,253,000 | -11.0% | 276,944 | +4.3% | 0.01% | 0.0% |
Q3 2018 | $26,125,000 | -49.3% | 265,436 | -48.9% | 0.01% | -50.0% |
Q2 2018 | $51,479,000 | -3.3% | 519,927 | -6.1% | 0.01% | -6.7% |
Q1 2018 | $53,224,000 | +31.0% | 553,950 | +39.4% | 0.02% | +36.4% |
Q4 2017 | $40,621,000 | -0.9% | 397,473 | -7.1% | 0.01% | -8.3% |
Q3 2017 | $40,974,000 | +17.6% | 427,751 | +9.7% | 0.01% | +9.1% |
Q2 2017 | $34,843,000 | -43.9% | 389,950 | -44.0% | 0.01% | +10.0% |
Q1 2017 | $62,080,000 | -6.9% | 696,466 | -13.1% | 0.01% | -9.1% |
Q4 2016 | $66,670,000 | +338.2% | 801,710 | +316.2% | 0.01% | +120.0% |
Q3 2016 | $15,215,000 | -16.4% | 192,636 | -19.6% | 0.01% | -28.6% |
Q2 2016 | $18,200,000 | +145.0% | 239,663 | +136.3% | 0.01% | +133.3% |
Q1 2016 | $7,430,000 | -18.4% | 101,404 | -21.5% | 0.00% | 0.0% |
Q4 2015 | $9,107,000 | +8.9% | 129,131 | -0.1% | 0.00% | 0.0% |
Q3 2015 | $8,364,000 | -35.8% | 129,209 | -20.1% | 0.00% | -40.0% |
Q2 2015 | $13,029,000 | -9.4% | 161,684 | -8.0% | 0.01% | 0.0% |
Q1 2015 | $14,386,000 | -2.3% | 175,656 | -1.6% | 0.01% | 0.0% |
Q4 2014 | $14,722,000 | -9.1% | 178,506 | -5.1% | 0.01% | -16.7% |
Q3 2014 | $16,187,000 | -15.8% | 188,081 | -14.3% | 0.01% | -25.0% |
Q2 2014 | $19,217,000 | -11.0% | 219,553 | -15.3% | 0.01% | -11.1% |
Q1 2014 | $21,591,000 | -5.1% | 259,278 | -7.2% | 0.01% | -10.0% |
Q4 2013 | $22,763,000 | -9.5% | 279,541 | -17.8% | 0.01% | -16.7% |
Q3 2013 | $25,148,000 | +96.6% | 339,930 | +78.2% | 0.01% | +100.0% |
Q2 2013 | $12,790,000 | – | 190,754 | – | 0.01% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Kalos Management, Inc. | 7,594 | $876,000 | 2.16% |
SPC Financial, Inc. | 149,043 | $16,121,000 | 2.01% |
Capital CS Group, LLC | 13,366 | $1,446,000 | 1.55% |
First Citizens Financial Corp | 13,458 | $1,456,000 | 1.43% |
Vahanian & Associates Financial Planning Inc. | 3,529 | $382,000 | 1.32% |
Navis Wealth Advisors, LLC | 7,610 | $823,000 | 1.27% |
Cadent Capital Advisors, LLC | 20,813 | $2,251,000 | 1.26% |
Kesler, Norman & Wride, LLC | 28,887 | $3,124,000 | 0.87% |
Royal Fund Management, LLC | 43,142 | $4,666,000 | 0.85% |
MinichMacGregor Wealth Management, LLC | 15,848 | $1,714,000 | 0.68% |