ISHARES TR's ticker is IYM and the CUSIP is 464287838. A total of 170 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 0.19 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $13,048,000 | -1.5% | 103,281 | +3.8% | 0.00% | +33.3% |
| Q2 2023 | $13,242,000 | -8.2% | 99,524 | -8.6% | 0.00% | -25.0% |
| Q1 2023 | $14,430,000 | -36.3% | 108,880 | -40.0% | 0.00% | -33.3% |
| Q4 2022 | $22,656,000 | +21.4% | 181,584 | +5.2% | 0.01% | 0.0% |
| Q3 2022 | $18,669,000 | -21.3% | 172,602 | -14.3% | 0.01% | -14.3% |
| Q2 2022 | $23,723,000 | +66.4% | 201,505 | +111.4% | 0.01% | +75.0% |
| Q1 2022 | $14,258,000 | +86.9% | 95,331 | +75.2% | 0.00% | +100.0% |
| Q4 2021 | $7,628,000 | +19.9% | 54,399 | +6.5% | 0.00% | 0.0% |
| Q3 2021 | $6,364,000 | -85.8% | 51,096 | -85.1% | 0.00% | -83.3% |
| Q2 2021 | $44,793,000 | +1259.0% | 343,613 | +1209.3% | 0.01% | +1100.0% |
| Q1 2021 | $3,296,000 | -82.8% | 26,245 | -84.4% | 0.00% | -83.3% |
| Q4 2020 | $19,119,000 | +588.0% | 168,574 | +499.0% | 0.01% | +500.0% |
| Q3 2020 | $2,779,000 | -22.3% | 28,142 | -29.8% | 0.00% | 0.0% |
| Q2 2020 | $3,576,000 | +26.9% | 40,076 | -1.5% | 0.00% | 0.0% |
| Q1 2020 | $2,819,000 | -24.2% | 40,678 | +7.2% | 0.00% | 0.0% |
| Q4 2019 | $3,717,000 | +49.8% | 37,951 | +41.1% | 0.00% | 0.0% |
| Q3 2019 | $2,482,000 | -27.9% | 26,896 | -25.8% | 0.00% | 0.0% |
| Q2 2019 | $3,444,000 | -0.4% | 36,256 | -4.2% | 0.00% | 0.0% |
| Q1 2019 | $3,459,000 | +92.3% | 37,850 | +76.6% | 0.00% | 0.0% |
| Q4 2018 | $1,799,000 | -55.5% | 21,436 | -47.8% | 0.00% | -50.0% |
| Q3 2018 | $4,039,000 | -5.7% | 41,039 | -5.1% | 0.00% | 0.0% |
| Q2 2018 | $4,283,000 | +33.9% | 43,263 | +29.9% | 0.00% | +100.0% |
| Q1 2018 | $3,199,000 | +28.0% | 33,297 | +36.1% | 0.00% | 0.0% |
| Q4 2017 | $2,500,000 | +0.9% | 24,458 | -5.4% | 0.00% | 0.0% |
| Q3 2017 | $2,478,000 | +20.8% | 25,866 | +12.7% | 0.00% | 0.0% |
| Q2 2017 | $2,051,000 | -62.0% | 22,961 | -62.0% | 0.00% | -66.7% |
| Q1 2017 | $5,391,000 | +16.0% | 60,475 | +8.2% | 0.00% | 0.0% |
| Q4 2016 | $4,648,000 | +20.9% | 55,898 | +14.8% | 0.00% | +50.0% |
| Q3 2016 | $3,846,000 | +106.3% | 48,704 | +98.4% | 0.00% | +100.0% |
| Q2 2016 | $1,864,000 | -22.0% | 24,552 | -24.7% | 0.00% | 0.0% |
| Q1 2016 | $2,389,000 | +50.1% | 32,617 | +44.4% | 0.00% | 0.0% |
| Q4 2015 | $1,592,000 | -9.5% | 22,586 | -16.9% | 0.00% | 0.0% |
| Q3 2015 | $1,760,000 | -45.1% | 27,185 | -31.6% | 0.00% | -50.0% |
| Q2 2015 | $3,203,000 | +46.0% | 39,753 | +48.4% | 0.00% | 0.0% |
| Q1 2015 | $2,194,000 | +20.0% | 26,790 | +20.9% | 0.00% | +100.0% |
| Q4 2014 | $1,828,000 | -39.4% | 22,161 | -36.8% | 0.00% | -50.0% |
| Q3 2014 | $3,016,000 | -30.7% | 35,043 | -29.5% | 0.00% | -33.3% |
| Q2 2014 | $4,352,000 | +19.6% | 49,724 | +13.8% | 0.00% | 0.0% |
| Q1 2014 | $3,638,000 | +66.7% | 43,697 | +63.0% | 0.00% | +50.0% |
| Q4 2013 | $2,182,000 | -43.0% | 26,805 | -48.2% | 0.00% | -33.3% |
| Q3 2013 | $3,826,000 | -0.9% | 51,712 | -10.2% | 0.00% | 0.0% |
| Q2 2013 | $3,861,000 | – | 57,570 | – | 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% |