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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $300,000 | -21.5% | 2,555 | 0.0% | 0.04% | -4.5% |
| Q1 2022 | $382,000 | +6.7% | 2,555 | 0.0% | 0.04% | +15.8% |
| Q4 2021 | $358,000 | +9.8% | 2,555 | -2.5% | 0.04% | 0.0% |
| Q3 2021 | $326,000 | -5.2% | 2,620 | -0.9% | 0.04% | -2.6% |
| Q2 2021 | $344,000 | +4.9% | 2,645 | +1.0% | 0.04% | -4.9% |
| Q1 2021 | $328,000 | +10.4% | 2,620 | 0.0% | 0.04% | +2.5% |
| Q4 2020 | $297,000 | +15.1% | 2,620 | 0.0% | 0.04% | +8.1% |
| Q3 2020 | $258,000 | +10.7% | 2,620 | 0.0% | 0.04% | 0.0% |
| Q2 2020 | $233,000 | -10.7% | 2,620 | -1.9% | 0.04% | 0.0% |
| Q4 2019 | $261,000 | +6.1% | 2,670 | 0.0% | 0.04% | 0.0% |
| Q3 2019 | $246,000 | -3.9% | 2,670 | -1.1% | 0.04% | -2.6% |
| Q2 2019 | $256,000 | +5.3% | 2,700 | +1.3% | 0.04% | +2.7% |
| Q1 2019 | $243,000 | +9.0% | 2,665 | 0.0% | 0.04% | 0.0% |
| Q4 2018 | $223,000 | -18.0% | 2,665 | -3.6% | 0.04% | -2.6% |
| Q3 2018 | $272,000 | -14.5% | 2,765 | -14.0% | 0.04% | -17.4% |
| Q2 2018 | $318,000 | +6.4% | 3,215 | +3.2% | 0.05% | +9.5% |
| Q1 2018 | $299,000 | -7.1% | 3,115 | -1.3% | 0.04% | -4.5% |
| Q4 2017 | $322,000 | -5.3% | 3,155 | -11.3% | 0.04% | -10.2% |
| Q3 2017 | $340,000 | +4.3% | 3,555 | -2.7% | 0.05% | +2.1% |
| Q2 2017 | $326,000 | -42.4% | 3,655 | -42.5% | 0.05% | -42.9% |
| Q1 2017 | $566,000 | -9.3% | 6,355 | -15.3% | 0.08% | -14.3% |
| Q4 2016 | $624,000 | – | 7,505 | – | 0.10% | – |
Download | ||||||
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% |