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 2023 | $401,146 | +0.4% | 3,015 | 0.0% | 0.01% | -14.3% |
| Q1 2023 | $399,578 | +6.2% | 3,015 | 0.0% | 0.01% | +16.7% |
| Q4 2022 | $376,182 | +15.4% | 3,015 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $326,000 | -8.2% | 3,015 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $355,000 | -21.3% | 3,015 | 0.0% | 0.01% | -14.3% |
| Q1 2022 | $451,000 | +6.6% | 3,015 | 0.0% | 0.01% | +16.7% |
| Q4 2021 | $423,000 | +12.5% | 3,015 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $376,000 | -4.3% | 3,015 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $393,000 | +3.7% | 3,015 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $379,000 | +10.8% | 3,015 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $342,000 | +14.8% | 3,015 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $298,000 | +10.8% | 3,015 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $269,000 | +28.7% | 3,015 | 0.0% | 0.01% | +20.0% |
| Q1 2020 | $209,000 | – | 3,015 | – | 0.01% | – |
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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% |