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 | $322,874 | -5.1% | 2,556 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $340,075 | +0.4% | 2,556 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $338,746 | +6.2% | 2,556 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $318,912 | +15.1% | 2,556 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $277,000 | -8.0% | 2,556 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $301,000 | -21.2% | 2,556 | 0.0% | 0.01% | -6.7% |
| Q1 2022 | $382,000 | +6.7% | 2,556 | 0.0% | 0.02% | +7.1% |
| Q4 2021 | $358,000 | +10.2% | 2,556 | -2.0% | 0.01% | +7.7% |
| Q3 2021 | $325,000 | -4.4% | 2,608 | 0.0% | 0.01% | -18.8% |
| Q2 2021 | $340,000 | +4.0% | 2,608 | 0.0% | 0.02% | 0.0% |
| Q1 2021 | $327,000 | +10.5% | 2,608 | 0.0% | 0.02% | -5.9% |
| Q4 2020 | $296,000 | +14.7% | 2,608 | 0.0% | 0.02% | +6.2% |
| Q3 2020 | $258,000 | +10.7% | 2,608 | 0.0% | 0.02% | 0.0% |
| Q2 2020 | $233,000 | -13.1% | 2,608 | -4.7% | 0.02% | -11.1% |
| Q4 2019 | $268,000 | +5.9% | 2,736 | 0.0% | 0.02% | 0.0% |
| Q3 2019 | $253,000 | -9.3% | 2,736 | -6.8% | 0.02% | -30.8% |
| Q2 2019 | $279,000 | +4.1% | 2,936 | 0.0% | 0.03% | +8.3% |
| Q1 2019 | $268,000 | +7.6% | 2,936 | -0.8% | 0.02% | -7.7% |
| Q4 2018 | $249,000 | -14.4% | 2,961 | 0.0% | 0.03% | -3.7% |
| Q3 2018 | $291,000 | -0.7% | 2,961 | 0.0% | 0.03% | -6.9% |
| Q2 2018 | $293,000 | +12.7% | 2,961 | +9.6% | 0.03% | +7.4% |
| Q1 2018 | $260,000 | -5.8% | 2,701 | 0.0% | 0.03% | -22.9% |
| Q4 2017 | $276,000 | +6.6% | 2,701 | 0.0% | 0.04% | +12.9% |
| Q3 2017 | $259,000 | +7.5% | 2,701 | 0.0% | 0.03% | -6.1% |
| Q2 2017 | $241,000 | – | 2,701 | – | 0.03% | – |
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% |