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 | $4,442 | -99.5% | 35,166 | +406.3% | 0.56% | +366.7% |
| Q2 2023 | $924,165 | -27.5% | 6,946 | -27.7% | 0.12% | -37.5% |
| Q1 2023 | $1,274,010 | +101.9% | 9,613 | +79.3% | 0.19% | +93.9% |
| Q2 2022 | $631,000 | +0.5% | 5,361 | +6.4% | 0.10% | +3.1% |
| Q3 2021 | $628,000 | -38.9% | 5,040 | -44.4% | 0.10% | -43.9% |
| Q4 2020 | $1,027,000 | -39.8% | 9,057 | -49.0% | 0.17% | -66.5% |
| Q1 2018 | $1,705,000 | +27.2% | 17,742 | +35.3% | 0.51% | +26.8% |
| Q4 2017 | $1,340,000 | +131.4% | 13,109 | +117.0% | 0.40% | +185.8% |
| Q3 2017 | $579,000 | -77.0% | 6,040 | -78.5% | 0.14% | -78.4% |
| Q2 2017 | $2,515,000 | +795.0% | 28,149 | +791.9% | 0.65% | +735.9% |
| Q1 2017 | $281,000 | -87.6% | 3,156 | -89.0% | 0.08% | -88.1% |
| Q3 2016 | $2,265,000 | +17.3% | 28,681 | +12.8% | 0.66% | +210.4% |
| Q2 2016 | $1,931,000 | +781.7% | 25,429 | +652.1% | 0.21% | +133.0% |
| Q3 2015 | $219,000 | -28.0% | 3,381 | -10.5% | 0.09% | +9.6% |
| Q2 2015 | $304,000 | -3.2% | 3,776 | -1.4% | 0.08% | -30.8% |
| Q1 2015 | $314,000 | -65.4% | 3,828 | -65.2% | 0.12% | -68.0% |
| Q4 2014 | $907,000 | -77.4% | 10,993 | -76.5% | 0.38% | -78.8% |
| Q3 2014 | $4,020,000 | -15.7% | 46,701 | -14.3% | 1.77% | -17.9% |
| Q2 2014 | $4,771,000 | +12.1% | 54,512 | +6.7% | 2.16% | +2.9% |
| Q1 2014 | $4,256,000 | +118.4% | 51,108 | +113.5% | 2.10% | +91.0% |
| Q4 2013 | $1,949,000 | +286.7% | 23,935 | +252.6% | 1.10% | +259.7% |
| Q3 2013 | $504,000 | +131.2% | 6,788 | +108.5% | 0.30% | +140.2% |
| Q2 2013 | $218,000 | – | 3,256 | – | 0.13% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Milestone Advisory Partners | 28,039 | $3,716,009 | 3.43% |
| Kalos Management, Inc. | 8,508 | $1,127,565 | 2.26% |
| SPC Financial, Inc. | 147,163 | $19,503,455 | 2.22% |
| PGIM Custom Harvest LLC | 284,323 | $37,681,360 | 1.56% |
| EWG Elevate Inc. | 23,279 | $3,085,173 | 1.32% |
| Pinkerton Retirement Specialists, LLC | 45,991 | $6,095,187 | 1.14% |
| Navis Wealth Advisors, LLC | 7,727 | $1,024,092 | 1.12% |
| Vahanian & Associates Financial Planning Inc. | 2,656 | $352,000 | 0.98% |
| Royal Fund Management, LLC | 39,749 | $5,267,937 | 0.75% |
| Stonebridge Financial Planning Group, LLC | 7,962 | $1,055,204 | 0.68% |