ISHARES TR's ticker is IYM and the CUSIP is 464287838. A total of 177 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 2.10 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $40,422 | -5.1% | 320 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $42,576 | +0.4% | 320 | 0.0% | 0.02% | -4.5% |
| Q1 2023 | $42,410 | +6.2% | 320 | 0.0% | 0.02% | 0.0% |
| Q4 2022 | $39,926 | +14.1% | 320 | 0.0% | 0.02% | +15.8% |
| Q3 2022 | $35,000 | -7.9% | 320 | 0.0% | 0.02% | 0.0% |
| Q2 2022 | $38,000 | -20.8% | 320 | 0.0% | 0.02% | -5.0% |
| Q1 2022 | $48,000 | +6.7% | 320 | 0.0% | 0.02% | +11.1% |
| Q4 2021 | $45,000 | +12.5% | 320 | 0.0% | 0.02% | +5.9% |
| Q3 2021 | $40,000 | -4.8% | 320 | 0.0% | 0.02% | +30.8% |
| Q2 2021 | $42,000 | +5.0% | 320 | 0.0% | 0.01% | +8.3% |
| Q1 2021 | $40,000 | +11.1% | 320 | 0.0% | 0.01% | +9.1% |
| Q4 2020 | $36,000 | +12.5% | 320 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $32,000 | +10.3% | 320 | 0.0% | 0.01% | +10.0% |
| Q2 2020 | $29,000 | +31.8% | 320 | 0.0% | 0.01% | +11.1% |
| Q1 2020 | $22,000 | -29.0% | 320 | 0.0% | 0.01% | 0.0% |
| Q4 2019 | $31,000 | +3.3% | 320 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $30,000 | 0.0% | 320 | 0.0% | 0.01% | -10.0% |
| Q2 2019 | $30,000 | +3.4% | 320 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $29,000 | +7.4% | 320 | 0.0% | 0.01% | +11.1% |
| Q4 2018 | $27,000 | -12.9% | 320 | 0.0% | 0.01% | 0.0% |
| Q3 2018 | $31,000 | -3.1% | 320 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $32,000 | +3.2% | 320 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $31,000 | +14.8% | 320 | -2.1% | 0.01% | 0.0% |
| Q1 2015 | $27,000 | 0.0% | 327 | 0.0% | 0.01% | 0.0% |
| Q4 2014 | $27,000 | -3.6% | 327 | 0.0% | 0.01% | 0.0% |
| Q3 2014 | $28,000 | -3.4% | 327 | 0.0% | 0.01% | 0.0% |
| Q2 2014 | $29,000 | – | 327 | – | 0.01% | – |
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% |