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 | $233 | +11.0% | 1,846 | +16.3% | 0.00% | 0.0% |
| Q1 2023 | $210 | +2.9% | 1,587 | -3.1% | 0.00% | 0.0% |
| Q4 2022 | $204 | -100.0% | 1,638 | -60.5% | 0.00% | -50.0% |
| Q3 2022 | $449,000 | -74.5% | 4,149 | -71.7% | 0.00% | -75.0% |
| Q2 2022 | $1,763,000 | +160.0% | 14,642 | +223.2% | 0.01% | +166.7% |
| Q1 2022 | $678,000 | +111.9% | 4,530 | +98.8% | 0.00% | +200.0% |
| Q4 2021 | $320,000 | -85.6% | 2,279 | -87.2% | 0.00% | -88.9% |
| Q3 2021 | $2,221,000 | +472.4% | 17,831 | +498.8% | 0.01% | +350.0% |
| Q2 2021 | $388,000 | +3.7% | 2,978 | -0.0% | 0.00% | 0.0% |
| Q1 2021 | $374,000 | -87.8% | 2,979 | -89.0% | 0.00% | -86.7% |
| Q4 2020 | $3,065,000 | +1262.2% | 27,025 | +1090.5% | 0.02% | +650.0% |
| Q2 2018 | $225,000 | -3.8% | 2,270 | -6.9% | 0.00% | 0.0% |
| Q1 2018 | $234,000 | -4.5% | 2,439 | +1.9% | 0.00% | -33.3% |
| Q4 2017 | $245,000 | – | 2,393 | – | 0.00% | – |
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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% |