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 | $1,579,085 | -44.3% | 12,501 | -41.3% | 0.00% | -40.0% |
| Q2 2023 | $2,835,846 | -18.6% | 21,314 | -18.9% | 0.01% | -28.6% |
| Q1 2023 | $3,483,278 | +56.6% | 26,283 | +47.6% | 0.01% | +75.0% |
| Q4 2022 | $2,224,092 | -7.9% | 17,811 | -20.2% | 0.00% | -20.0% |
| Q3 2022 | $2,415,000 | -52.2% | 22,307 | -48.0% | 0.01% | -54.5% |
| Q2 2022 | $5,056,000 | +50.0% | 42,931 | +90.5% | 0.01% | +83.3% |
| Q1 2022 | $3,371,000 | -12.5% | 22,539 | -17.9% | 0.01% | -14.3% |
| Q4 2021 | $3,851,000 | +14.5% | 27,468 | +1.8% | 0.01% | 0.0% |
| Q3 2021 | $3,363,000 | +41.6% | 26,995 | +48.2% | 0.01% | +40.0% |
| Q2 2021 | $2,375,000 | +23.1% | 18,216 | +18.5% | 0.01% | +25.0% |
| Q1 2021 | $1,930,000 | -64.9% | 15,368 | -68.3% | 0.00% | -71.4% |
| Q4 2020 | $5,505,000 | +357.6% | 48,540 | +298.4% | 0.01% | +366.7% |
| Q3 2020 | $1,203,000 | +85.9% | 12,183 | +68.0% | 0.00% | +50.0% |
| Q2 2020 | $647,000 | +42.8% | 7,251 | +11.0% | 0.00% | 0.0% |
| Q1 2020 | $453,000 | -33.8% | 6,535 | -6.4% | 0.00% | 0.0% |
| Q4 2019 | $684,000 | +1.9% | 6,979 | -4.1% | 0.00% | 0.0% |
| Q3 2019 | $671,000 | -11.5% | 7,274 | -8.8% | 0.00% | -33.3% |
| Q2 2019 | $758,000 | -2.1% | 7,973 | -5.8% | 0.00% | 0.0% |
| Q1 2019 | $774,000 | +10.6% | 8,468 | +1.6% | 0.00% | -25.0% |
| Q4 2018 | $700,000 | -32.1% | 8,334 | -20.5% | 0.00% | -20.0% |
| Q3 2018 | $1,031,000 | -15.4% | 10,479 | -14.9% | 0.01% | -16.7% |
| Q2 2018 | $1,219,000 | -65.4% | 12,313 | -66.4% | 0.01% | -70.0% |
| Q1 2018 | $3,525,000 | -41.6% | 36,689 | -37.9% | 0.02% | -47.4% |
| Q4 2017 | $6,033,000 | +117.1% | 59,033 | +103.5% | 0.04% | +111.1% |
| Q3 2017 | $2,779,000 | -48.4% | 29,010 | -51.9% | 0.02% | -51.4% |
| Q2 2017 | $5,389,000 | +50.8% | 60,311 | +50.4% | 0.04% | +37.0% |
| Q1 2017 | $3,574,000 | +319.0% | 40,097 | +291.1% | 0.03% | +285.7% |
| Q4 2016 | $853,000 | -90.7% | 10,253 | -91.2% | 0.01% | -91.5% |
| Q3 2016 | $9,172,000 | +105.7% | 116,137 | +97.8% | 0.08% | +90.7% |
| Q2 2016 | $4,459,000 | +2118.4% | 58,717 | +2044.5% | 0.04% | +2050.0% |
| Q1 2016 | $201,000 | – | 2,738 | – | 0.00% | – |
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% |