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 | $25,745 | +133.7% | 204 | +145.8% | 0.00% | – |
| Q2 2023 | $11,017 | -90.2% | 83 | -90.2% | 0.00% | – |
| Q1 2023 | $112,328 | +6.2% | 848 | +0.1% | 0.00% | – |
| Q4 2022 | $105,726 | +14.9% | 847 | 0.0% | 0.00% | – |
| Q3 2022 | $92,000 | +50.8% | 847 | +64.1% | 0.00% | – |
| Q2 2022 | $61,000 | -20.8% | 516 | +0.2% | 0.00% | – |
| Q1 2022 | $77,000 | +126.5% | 515 | +114.6% | 0.00% | – |
| Q4 2021 | $34,000 | +13.3% | 240 | 0.0% | 0.00% | – |
| Q3 2021 | $30,000 | -3.2% | 240 | 0.0% | 0.00% | – |
| Q2 2021 | $31,000 | +3.3% | 240 | +0.4% | 0.00% | – |
| Q1 2021 | $30,000 | +11.1% | 239 | 0.0% | 0.00% | – |
| Q4 2020 | $27,000 | -15.6% | 239 | -26.0% | 0.00% | – |
| Q3 2020 | $32,000 | +60.0% | 323 | +44.8% | 0.00% | – |
| Q2 2020 | $20,000 | +33.3% | 223 | 0.0% | 0.00% | – |
| Q1 2020 | $15,000 | -37.5% | 223 | -7.1% | 0.00% | – |
| Q4 2019 | $24,000 | +9.1% | 240 | 0.0% | 0.00% | – |
| Q3 2019 | $22,000 | -4.3% | 240 | 0.0% | 0.00% | – |
| Q2 2019 | $23,000 | +9.5% | 240 | +8.6% | 0.00% | – |
| Q1 2019 | $21,000 | -40.0% | 221 | -46.4% | 0.00% | – |
| Q4 2018 | $35,000 | -62.0% | 412 | -55.8% | 0.00% | -100.0% |
| Q3 2018 | $92,000 | +64.3% | 933 | +66.0% | 0.00% | – |
| Q2 2018 | $56,000 | +3.7% | 562 | 0.0% | 0.00% | – |
| Q1 2018 | $54,000 | – | 562 | – | 0.00% | – |
Download | ||||||
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% |