ISHARES TR's ticker is IYM and the CUSIP is 464287838. A total of 152 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 1.18 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $10,000 | -9.1% | 100 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $11,000 | +175.0% | 100 | -91.7% | 0.00% | – |
| Q1 2022 | $4,000 | +300.0% | 1,200 | +9.1% | 0.00% | – |
| Q4 2021 | $1,000 | 0.0% | 1,100 | +450.0% | 0.00% | – |
| Q2 2021 | $1,000 | – | 200 | +100.0% | 0.00% | – |
| Q1 2021 | $0 | -100.0% | 100 | +177.8% | 0.00% | – |
| Q2 2020 | $3,000 | -99.7% | 36 | -99.8% | 0.00% | -100.0% |
| Q1 2020 | $990,000 | -51.6% | 15,400 | -32.8% | 0.05% | -59.5% |
| Q4 2019 | $2,046,000 | +4253.2% | 22,900 | +3.2% | 0.13% | +3050.0% |
| Q3 2019 | $47,000 | +422.2% | 22,200 | +22100.0% | 0.00% | +300.0% |
| Q2 2018 | $9,000 | – | 100 | -80.0% | 0.00% | – |
| Q1 2018 | $0 | – | 500 | -83.3% | 0.00% | – |
| Q3 2016 | $0 | -100.0% | 3,000 | -28.6% | 0.00% | -100.0% |
| Q1 2016 | $66,000 | +633.3% | 4,200 | +23.5% | 0.00% | – |
| Q4 2015 | $9,000 | – | 3,400 | – | 0.00% | – |
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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% |