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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $271,030 | -88.1% | 2,037 | -88.3% | 0.01% | -85.3% |
| Q2 2021 | $2,269,000 | +242.2% | 17,403 | +229.6% | 0.07% | +223.8% |
| Q1 2021 | $663,000 | -81.9% | 5,280 | -83.6% | 0.02% | -83.1% |
| Q4 2020 | $3,659,000 | +1555.7% | 32,265 | +1125.4% | 0.12% | +675.0% |
| Q4 2018 | $221,000 | -48.4% | 2,633 | -39.5% | 0.02% | -36.0% |
| Q3 2018 | $428,000 | -9.9% | 4,353 | -9.2% | 0.02% | -21.9% |
| Q2 2018 | $475,000 | -57.6% | 4,795 | -58.8% | 0.03% | -61.0% |
| Q1 2018 | $1,119,000 | +3.7% | 11,647 | +10.3% | 0.08% | -1.2% |
| Q4 2017 | $1,079,000 | +109.1% | 10,558 | +95.9% | 0.08% | +93.0% |
| Q3 2017 | $516,000 | -51.5% | 5,389 | -54.7% | 0.04% | -57.0% |
| Q2 2017 | $1,063,000 | -5.5% | 11,891 | -5.8% | 0.10% | -8.3% |
| Q1 2017 | $1,125,000 | +39.9% | 12,620 | +30.6% | 0.11% | +23.9% |
| Q4 2016 | $804,000 | -49.4% | 9,663 | -52.0% | 0.09% | -53.4% |
| Q3 2016 | $1,590,000 | +81.5% | 20,131 | +74.6% | 0.19% | +65.8% |
| Q2 2016 | $876,000 | – | 11,532 | – | 0.11% | – |
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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% |