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 ↓ |
|---|---|---|---|
| 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% |