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 | $505 | +10.0% | 4,000 | +15.9% | 0.00% | +33.3% |
| Q2 2023 | $459 | +6.5% | 3,450 | +6.2% | 0.00% | 0.0% |
| Q1 2023 | $431 | +4.6% | 3,250 | -1.5% | 0.00% | 0.0% |
| Q4 2022 | $412 | -99.9% | 3,300 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $357,000 | -13.3% | 3,300 | -5.7% | 0.00% | 0.0% |
| Q2 2022 | $412,000 | -23.4% | 3,500 | -2.8% | 0.00% | 0.0% |
| Q1 2022 | $538,000 | +23.7% | 3,600 | +16.1% | 0.00% | 0.0% |
| Q4 2021 | $435,000 | +9.0% | 3,100 | -3.1% | 0.00% | 0.0% |
| Q3 2021 | $399,000 | +5.6% | 3,200 | +10.3% | 0.00% | 0.0% |
| Q2 2021 | $378,000 | -2.8% | 2,900 | -6.5% | 0.00% | 0.0% |
| Q1 2021 | $389,000 | +18.2% | 3,100 | +6.9% | 0.00% | 0.0% |
| Q4 2020 | $329,000 | +11.1% | 2,900 | -3.3% | 0.00% | 0.0% |
| Q3 2020 | $296,000 | +29.3% | 3,000 | -9.1% | 0.00% | -40.0% |
| Q2 2020 | $229,000 | 0.0% | 3,300 | 0.0% | 0.01% | +150.0% |
| Q1 2020 | $229,000 | -10.2% | 3,300 | +26.9% | 0.00% | 0.0% |
| Q4 2019 | $255,000 | +15.4% | 2,600 | +8.3% | 0.00% | 0.0% |
| Q3 2019 | $221,000 | +5.7% | 2,400 | +9.1% | 0.00% | 0.0% |
| Q2 2019 | $209,000 | -0.5% | 2,200 | -4.3% | 0.00% | 0.0% |
| Q1 2019 | $210,000 | +19.3% | 2,300 | +9.5% | 0.00% | 0.0% |
| Q4 2018 | $176,000 | -0.6% | 2,100 | +16.7% | 0.00% | +100.0% |
| Q3 2018 | $177,000 | +5.4% | 1,800 | +5.9% | 0.00% | 0.0% |
| Q2 2018 | $168,000 | +9.1% | 1,700 | +6.2% | 0.00% | 0.0% |
| Q1 2018 | $154,000 | +15.8% | 1,600 | +23.1% | 0.00% | 0.0% |
| Q4 2017 | $133,000 | +15.7% | 1,300 | +8.3% | 0.00% | 0.0% |
| Q3 2017 | $115,000 | +17.3% | 1,200 | +9.1% | 0.00% | 0.0% |
| Q2 2017 | $98,000 | +22.5% | 1,100 | +22.2% | 0.00% | 0.0% |
| Q1 2017 | $80,000 | +60.0% | 900 | +50.0% | 0.00% | – |
| Q4 2016 | $50,000 | +212.5% | 600 | +200.0% | 0.00% | – |
| Q3 2016 | $16,000 | – | 200 | – | 0.00% | – |
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% |