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 | $898,007 | +27.0% | 6,781 | +27.8% | 0.00% | – |
| Q2 2023 | $707,349 | -54.3% | 5,308 | -55.0% | 0.00% | -100.0% |
| Q4 2022 | $1,547,385 | +190.3% | 11,808 | +159.7% | 0.00% | – |
| Q3 2022 | $533,000 | -4.8% | 4,546 | -1.2% | 0.00% | – |
| Q2 2022 | $560,000 | -19.2% | 4,600 | +0.1% | 0.00% | – |
| Q1 2022 | $693,000 | +0.7% | 4,597 | -6.3% | 0.00% | – |
| Q4 2021 | $688,000 | -25.9% | 4,906 | -32.6% | 0.00% | – |
| Q3 2021 | $929,000 | -85.1% | 7,284 | -84.8% | 0.00% | -100.0% |
| Q2 2021 | $6,240,000 | +103900.0% | 47,985 | +95870.0% | 0.00% | – |
| Q1 2021 | $6,000 | -99.9% | 50 | -99.9% | 0.00% | -100.0% |
| Q4 2020 | $5,156,000 | +7595.5% | 42,585 | +6144.1% | 0.00% | – |
| Q3 2020 | $67,000 | +1.5% | 682 | -7.6% | 0.00% | – |
| Q2 2020 | $66,000 | +22.2% | 738 | -9.2% | 0.00% | – |
| Q1 2020 | $54,000 | -58.5% | 813 | -39.0% | 0.00% | – |
| Q4 2019 | $130,000 | -33.7% | 1,332 | -37.2% | 0.00% | – |
| Q3 2019 | $196,000 | -78.0% | 2,120 | -77.4% | 0.00% | -100.0% |
| Q2 2019 | $891,000 | +8.7% | 9,379 | +4.5% | 0.00% | 0.0% |
| Q1 2019 | $820,000 | -6.7% | 8,973 | -14.3% | 0.00% | 0.0% |
| Q4 2018 | $879,000 | -13.8% | 10,468 | +1.1% | 0.00% | 0.0% |
| Q3 2018 | $1,020,000 | +2.6% | 10,356 | +3.1% | 0.00% | 0.0% |
| Q2 2018 | $994,000 | +3.3% | 10,044 | +0.4% | 0.00% | 0.0% |
| Q1 2018 | $962,000 | -35.7% | 10,008 | -31.6% | 0.00% | 0.0% |
| Q4 2017 | $1,495,000 | -69.1% | 14,623 | -71.0% | 0.00% | -75.0% |
| Q3 2017 | $4,831,000 | +16.3% | 50,431 | +8.4% | 0.00% | 0.0% |
| Q2 2017 | $4,154,000 | -19.4% | 46,506 | -19.5% | 0.00% | -20.0% |
| Q1 2017 | $5,152,000 | +150.7% | 57,787 | +135.8% | 0.01% | +150.0% |
| Q4 2016 | $2,055,000 | +87.8% | 24,504 | +76.8% | 0.00% | +100.0% |
| Q3 2016 | $1,094,000 | +27.2% | 13,859 | +22.5% | 0.00% | 0.0% |
| Q2 2016 | $860,000 | +16.2% | 11,315 | +12.0% | 0.00% | 0.0% |
| Q1 2016 | $740,000 | -18.8% | 10,107 | -21.7% | 0.00% | 0.0% |
| Q4 2015 | $911,000 | -36.1% | 12,910 | -41.4% | 0.00% | -50.0% |
| Q3 2015 | $1,426,000 | -45.9% | 22,023 | -32.7% | 0.00% | -33.3% |
| Q2 2015 | $2,638,000 | -14.6% | 32,735 | -13.2% | 0.00% | -25.0% |
| Q1 2015 | $3,088,000 | -5.4% | 37,713 | -4.7% | 0.00% | 0.0% |
| Q4 2014 | $3,265,000 | +2300.7% | 39,591 | +2390.0% | 0.00% | – |
| Q3 2014 | $136,000 | +23.6% | 1,590 | +26.2% | 0.00% | – |
| Q2 2014 | $110,000 | +4.8% | 1,260 | 0.0% | 0.00% | – |
| Q1 2014 | $105,000 | +22.1% | 1,260 | +18.9% | 0.00% | – |
| Q4 2013 | $86,000 | +6.2% | 1,060 | -2.8% | 0.00% | – |
| Q3 2013 | $81,000 | +8.0% | 1,090 | -2.7% | 0.00% | – |
| Q2 2013 | $75,000 | – | 1,120 | – | 0.00% | – |
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% |