ISHARES TR's ticker is IYM and the CUSIP is 464287838. A total of 152 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 1.18 and the average weighting 0.1%.
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 ↓ |
|---|---|---|---|
| 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% |