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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $6,931,657 | +62.4% | 55,555 | +53.3% | 0.35% | +59.2% |
| Q2 2022 | $4,268,000 | +348.8% | 36,251 | +470.1% | 0.22% | +445.0% |
| Q1 2022 | $951,000 | +25.5% | 6,359 | +17.6% | 0.04% | +21.2% |
| Q4 2021 | $758,000 | +23.3% | 5,406 | +9.5% | 0.03% | +6.5% |
| Q3 2021 | $615,000 | -81.7% | 4,935 | -80.8% | 0.03% | -81.5% |
| Q2 2021 | $3,352,000 | +385.8% | 25,715 | +367.9% | 0.17% | +309.8% |
| Q1 2021 | $690,000 | +26.1% | 5,496 | +13.9% | 0.04% | +7.9% |
| Q4 2020 | $547,000 | +1557.6% | 4,826 | +1336.3% | 0.04% | +192.3% |
| Q3 2020 | $33,000 | -94.7% | 336 | -94.8% | 0.01% | -85.1% |
| Q1 2018 | $622,000 | – | 6,478 | – | 0.09% | – |
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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% |