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 | $475,000 | -21.0% | 3,753 | -17.0% | 0.00% | 0.0% |
| Q2 2023 | $601,000 | +8.3% | 4,523 | +8.4% | 0.00% | 0.0% |
| Q1 2023 | $555,000 | +4.5% | 4,174 | -2.6% | 0.00% | 0.0% |
| Q4 2022 | $531,000 | +7.1% | 4,285 | -6.7% | 0.00% | 0.0% |
| Q3 2022 | $496,000 | -9.3% | 4,592 | -1.2% | 0.00% | 0.0% |
| Q2 2022 | $547,000 | -24.6% | 4,649 | -4.5% | 0.00% | -50.0% |
| Q1 2022 | $725,000 | +12.1% | 4,866 | +5.3% | 0.00% | +100.0% |
| Q4 2021 | $647,000 | +1.4% | 4,619 | -10.2% | 0.00% | -50.0% |
| Q3 2021 | $638,000 | -31.2% | 5,146 | -27.6% | 0.00% | -33.3% |
| Q2 2021 | $928,000 | +106.2% | 7,110 | +98.9% | 0.00% | +200.0% |
| Q1 2021 | $450,000 | +12.5% | 3,575 | +0.6% | 0.00% | -50.0% |
| Q4 2020 | $400,000 | +52.7% | 3,553 | +32.7% | 0.00% | 0.0% |
| Q4 2019 | $262,000 | +1.9% | 2,677 | -4.2% | 0.00% | +100.0% |
| Q3 2019 | $257,000 | +10.3% | 2,795 | +13.6% | 0.00% | 0.0% |
| Q2 2019 | $233,000 | +4.5% | 2,460 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $223,000 | -84.5% | 2,460 | -85.6% | 0.00% | -90.9% |
| Q4 2018 | $1,437,000 | +140.3% | 17,125 | +182.2% | 0.01% | +175.0% |
| Q3 2018 | $598,000 | -3.9% | 6,069 | -3.3% | 0.00% | -20.0% |
| Q2 2018 | $622,000 | +13.9% | 6,276 | +10.5% | 0.01% | 0.0% |
| Q1 2018 | $546,000 | -7.9% | 5,679 | -2.4% | 0.01% | 0.0% |
| Q4 2017 | $593,000 | +6.3% | 5,821 | 0.0% | 0.01% | 0.0% |
| Q3 2017 | $558,000 | -3.3% | 5,821 | -10.3% | 0.01% | 0.0% |
| Q2 2017 | $577,000 | – | 6,493 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Kalos Management, Inc. | 6,604 | $823,981 | 1.86% |
| PGIM Custom Harvest LLC | 276,580 | $34,508,889 | 1.56% |
| First Citizens Financial Corp | 13,463 | $1,680 | 1.45% |
| SPC Financial, Inc. | 98,060 | $12,235,005 | 1.45% |
| Navis Wealth Advisors, LLC | 7,701 | $960,792 | 1.36% |
| Pinnacle Family Advisors, LLC | 14,026 | $1,750,024 | 1.25% |
| Vahanian & Associates Financial Planning Inc. | 2,736 | $341,371 | 1.12% |
| Stonebridge Financial Planning Group, LLC | 7,722 | $963,474 | 0.64% |
| Royal Fund Management, LLC | 31,288 | $3,903,767 | 0.62% |
| UNIONVIEW, LLC | 4,083 | $509,441 | 0.51% |