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 2020 | $103,000 | +10.8% | 1,042 | 0.0% | 0.04% | +7.5% |
| Q2 2020 | $93,000 | +17.7% | 1,042 | -8.8% | 0.04% | -9.1% |
| Q1 2020 | $79,000 | -29.5% | 1,142 | 0.0% | 0.04% | -6.4% |
| Q4 2019 | $112,000 | +3.7% | 1,142 | -2.8% | 0.05% | 0.0% |
| Q3 2019 | $108,000 | -6.9% | 1,175 | -4.1% | 0.05% | -7.8% |
| Q2 2019 | $116,000 | +3.6% | 1,225 | 0.0% | 0.05% | +8.5% |
| Q1 2019 | $112,000 | +0.9% | 1,225 | -7.5% | 0.05% | -11.3% |
| Q4 2018 | $111,000 | -26.0% | 1,325 | -13.1% | 0.05% | -11.7% |
| Q3 2018 | $150,000 | -0.7% | 1,525 | 0.0% | 0.06% | -1.6% |
| Q2 2018 | $151,000 | +10.2% | 1,525 | +7.0% | 0.06% | +3.4% |
| Q1 2018 | $137,000 | +9.6% | 1,425 | +16.3% | 0.06% | +20.4% |
| Q4 2017 | $125,000 | +6.8% | 1,225 | 0.0% | 0.05% | -2.0% |
| Q3 2017 | $117,000 | +11.4% | 1,225 | +4.3% | 0.05% | +11.1% |
| Q2 2017 | $105,000 | +9.4% | 1,175 | +9.3% | 0.04% | 0.0% |
| Q1 2017 | $96,000 | +209.7% | 1,075 | +186.7% | 0.04% | +181.2% |
| Q4 2016 | $31,000 | +3.3% | 375 | 0.0% | 0.02% | +6.7% |
| Q3 2016 | $30,000 | +25.0% | 375 | +21.0% | 0.02% | +7.1% |
| Q2 2016 | $24,000 | +20.0% | 310 | +12.7% | 0.01% | +27.3% |
| Q1 2016 | $20,000 | +5.3% | 275 | 0.0% | 0.01% | +10.0% |
| Q4 2015 | $19,000 | +5.6% | 275 | 0.0% | 0.01% | 0.0% |
| Q3 2015 | $18,000 | -47.1% | 275 | -35.3% | 0.01% | -47.4% |
| Q2 2015 | $34,000 | +3.0% | 425 | +6.2% | 0.02% | +5.6% |
| Q1 2015 | $33,000 | 0.0% | 400 | 0.0% | 0.02% | -10.0% |
| Q4 2014 | $33,000 | -2.9% | 400 | 0.0% | 0.02% | -4.8% |
| Q3 2014 | $34,000 | -2.9% | 400 | 0.0% | 0.02% | 0.0% |
| Q2 2014 | $35,000 | +6.1% | 400 | 0.0% | 0.02% | +5.0% |
| Q1 2014 | $33,000 | +65.0% | 400 | +60.0% | 0.02% | +66.7% |
| Q4 2013 | $20,000 | +81.8% | 250 | +66.7% | 0.01% | +71.4% |
| Q3 2013 | $11,000 | 0.0% | 150 | -11.8% | 0.01% | 0.0% |
| Q2 2013 | $11,000 | – | 170 | – | 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% |