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 | $326,789 | -5.6% | 2,587 | 0.0% | 0.03% | -2.9% |
| Q2 2023 | $346,011 | -6.1% | 2,587 | -6.9% | 0.04% | -12.5% |
| Q1 2023 | $368,300 | +6.2% | 2,779 | 0.0% | 0.04% | 0.0% |
| Q4 2022 | $346,735 | -99.9% | 2,779 | 0.0% | 0.04% | +8.1% |
| Q3 2022 | $300,576,000 | -8.1% | 2,779 | 0.0% | 0.04% | -7.5% |
| Q2 2022 | $327,171,000 | -21.3% | 2,779 | 0.0% | 0.04% | 0.0% |
| Q1 2022 | $415,627,000 | +6.7% | 2,779 | 0.0% | 0.04% | +11.1% |
| Q4 2021 | $389,643,000 | +12.6% | 2,779 | 0.0% | 0.04% | 0.0% |
| Q3 2021 | $346,152,000 | -4.4% | 2,779 | 0.0% | 0.04% | -5.3% |
| Q2 2021 | $362,270,000 | +3.8% | 2,779 | 0.0% | 0.04% | -9.5% |
| Q1 2021 | $348,959,000 | +10.7% | 2,779 | 0.0% | 0.04% | 0.0% |
| Q4 2020 | $315,166,000 | +14.8% | 2,779 | 0.0% | 0.04% | +2.4% |
| Q3 2020 | $274,426,000 | +10.7% | 2,779 | 0.0% | 0.04% | -2.4% |
| Q2 2020 | $247,998,000 | +12.3% | 2,779 | -12.8% | 0.04% | -10.6% |
| Q1 2020 | $220,833,000 | -45.4% | 3,188 | -22.8% | 0.05% | -29.9% |
| Q4 2019 | $404,492,000 | +2.4% | 4,130 | -3.5% | 0.07% | -6.9% |
| Q3 2019 | $395,100,000 | +84.0% | 4,282 | +62.4% | 0.07% | +7.5% |
| Q4 2013 | $214,731,000 | -4.4% | 2,637 | -13.2% | 0.07% | +6.3% |
| Q3 2013 | $224,677,000 | +10.3% | 3,037 | 0.0% | 0.06% | -13.7% |
| Q2 2013 | $203,630,000 | – | 3,037 | – | 0.07% | – |
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% |