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 | $789,879 | -5.1% | 6,253 | 0.0% | 0.26% | -1.9% |
| Q2 2023 | $831,962 | -0.4% | 6,253 | -0.8% | 0.27% | -4.7% |
| Q1 2023 | $835,337 | +6.2% | 6,303 | 0.0% | 0.28% | +2.2% |
| Q4 2022 | $786,425 | +15.0% | 6,303 | -0.4% | 0.27% | +11.9% |
| Q3 2022 | $684,000 | -8.2% | 6,328 | 0.0% | 0.24% | -1.6% |
| Q2 2022 | $745,000 | -21.2% | 6,328 | 0.0% | 0.25% | -9.2% |
| Q1 2022 | $946,000 | +6.2% | 6,328 | -0.4% | 0.27% | +16.7% |
| Q4 2021 | $891,000 | +12.4% | 6,352 | -0.3% | 0.23% | -2.9% |
| Q3 2021 | $793,000 | -4.5% | 6,369 | 0.0% | 0.24% | -2.8% |
| Q2 2021 | $830,000 | -2.0% | 6,369 | -5.6% | 0.25% | -6.4% |
| Q1 2021 | $847,000 | +10.9% | 6,744 | 0.0% | 0.26% | +6.0% |
| Q4 2020 | $764,000 | +14.9% | 6,744 | 0.0% | 0.25% | +5.5% |
| Q3 2020 | $665,000 | +10.3% | 6,744 | -0.2% | 0.24% | +0.4% |
| Q2 2020 | $603,000 | +27.5% | 6,759 | -1.1% | 0.24% | +16.8% |
| Q1 2020 | $473,000 | -29.3% | 6,834 | 0.0% | 0.20% | -20.8% |
| Q4 2019 | $669,000 | +25.8% | 6,834 | +18.6% | 0.26% | -21.8% |
| Q3 2019 | $532,000 | -3.6% | 5,764 | -0.8% | 0.33% | -3.3% |
| Q2 2019 | $552,000 | +4.0% | 5,809 | 0.0% | 0.34% | +1.2% |
| Q1 2019 | $531,000 | +8.8% | 5,809 | 0.0% | 0.33% | -3.2% |
| Q4 2018 | $488,000 | -14.7% | 5,809 | 0.0% | 0.34% | +4.9% |
| Q3 2018 | $572,000 | -0.5% | 5,809 | 0.0% | 0.33% | -6.6% |
| Q2 2018 | $575,000 | +2.1% | 5,809 | -0.9% | 0.35% | +0.9% |
| Q1 2018 | $563,000 | -6.0% | 5,864 | 0.0% | 0.35% | -4.9% |
| Q4 2017 | $599,000 | +6.6% | 5,864 | 0.0% | 0.37% | +0.8% |
| Q3 2017 | $562,000 | +1.6% | 5,864 | -5.3% | 0.36% | -1.6% |
| Q2 2017 | $553,000 | +1.5% | 6,189 | +1.2% | 0.37% | -1.6% |
| Q1 2017 | $545,000 | +2.3% | 6,114 | -4.7% | 0.38% | +0.8% |
| Q4 2016 | $533,000 | +5.1% | 6,414 | 0.0% | 0.37% | +2.2% |
| Q3 2016 | $507,000 | +1.4% | 6,414 | -6.0% | 0.36% | -3.7% |
| Q1 2016 | $500,000 | +3.3% | 6,825 | -0.5% | 0.38% | +3.3% |
| Q4 2015 | $484,000 | +9.0% | 6,860 | 0.0% | 0.37% | +5.5% |
| Q3 2015 | $444,000 | -24.4% | 6,860 | -5.8% | 0.35% | -15.6% |
| Q2 2015 | $587,000 | -8.9% | 7,285 | -7.3% | 0.41% | -7.6% |
| Q1 2015 | $644,000 | -5.6% | 7,860 | -4.9% | 0.44% | -2.2% |
| Q4 2014 | $682,000 | -4.1% | 8,265 | 0.0% | 0.46% | -7.5% |
| Q3 2014 | $711,000 | -1.7% | 8,265 | 0.0% | 0.49% | +0.4% |
| Q2 2014 | $723,000 | -3.2% | 8,265 | -7.9% | 0.49% | -5.0% |
| Q1 2014 | $747,000 | -0.1% | 8,975 | -2.3% | 0.52% | -0.4% |
| Q4 2013 | $748,000 | +9.5% | 9,185 | -0.5% | 0.52% | +2.8% |
| Q3 2013 | $683,000 | -7.6% | 9,235 | -16.2% | 0.50% | +10.8% |
| Q2 2013 | $739,000 | – | 11,018 | – | 0.46% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Kalos Management, Inc. | 6,604 | $823,981 | 1.86% |
| PGIM Custom Harvest LLC | 276,580 | $34,508,889 | 1.56% |
| First Citizens Financial Corp | 13,463 | $1,680 | 1.45% |
| SPC Financial, Inc. | 98,060 | $12,235,005 | 1.45% |
| Navis Wealth Advisors, LLC | 7,701 | $960,792 | 1.36% |
| Pinnacle Family Advisors, LLC | 14,026 | $1,750,024 | 1.25% |
| Vahanian & Associates Financial Planning Inc. | 2,736 | $341,371 | 1.12% |
| Stonebridge Financial Planning Group, LLC | 7,722 | $963,474 | 0.64% |
| Royal Fund Management, LLC | 31,288 | $3,903,767 | 0.62% |
| UNIONVIEW, LLC | 4,083 | $509,441 | 0.51% |