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 | $399,304 | -4.5% | 3,161 | +0.6% | 0.00% | 0.0% |
| Q2 2023 | $417,919 | -86.6% | 3,141 | -86.6% | 0.00% | -86.7% |
| Q1 2023 | $3,111,847 | +696.7% | 23,481 | +260.4% | 0.03% | +50.0% |
| Q4 2022 | $390,591 | -38.9% | 6,515 | +10.3% | 0.02% | +185.7% |
| Q3 2022 | $639,000 | -23.5% | 5,904 | -16.7% | 0.01% | 0.0% |
| Q2 2022 | $835,000 | -79.8% | 7,088 | -74.4% | 0.01% | -78.1% |
| Q1 2022 | $4,138,000 | +3.9% | 27,664 | -2.7% | 0.03% | +6.7% |
| Q4 2021 | $3,984,000 | +200.2% | 28,420 | +166.8% | 0.03% | +275.0% |
| Q3 2021 | $1,327,000 | +42.5% | 10,654 | +49.2% | 0.01% | 0.0% |
| Q2 2021 | $931,000 | +97.2% | 7,143 | +89.9% | 0.01% | +60.0% |
| Q1 2021 | $472,000 | -86.8% | 3,762 | -88.1% | 0.01% | -86.5% |
| Q4 2020 | $3,589,000 | +22.5% | 31,650 | +6.7% | 0.04% | -2.6% |
| Q3 2020 | $2,930,000 | +1372.4% | 29,667 | +1228.6% | 0.04% | +1166.7% |
| Q2 2020 | $199,000 | -26.0% | 2,233 | -18.8% | 0.00% | -25.0% |
| Q4 2019 | $269,000 | -7.6% | 2,751 | -12.8% | 0.00% | -20.0% |
| Q3 2019 | $291,000 | -33.1% | 3,156 | -31.1% | 0.01% | -37.5% |
| Q2 2019 | $435,000 | -81.7% | 4,581 | -82.4% | 0.01% | -83.0% |
| Q1 2019 | $2,381,000 | +5.0% | 26,038 | -3.6% | 0.05% | -14.5% |
| Q4 2018 | $2,268,000 | -21.1% | 27,012 | -7.6% | 0.06% | -6.8% |
| Q3 2018 | $2,876,000 | +89.1% | 29,224 | +89.5% | 0.06% | +136.0% |
| Q2 2018 | $1,521,000 | -78.5% | 15,420 | -79.1% | 0.02% | -91.0% |
| Q1 2018 | $7,081,000 | +291.4% | 73,700 | +330.6% | 0.28% | +264.5% |
| Q4 2017 | $1,809,000 | -69.0% | 17,116 | -71.3% | 0.08% | -47.2% |
| Q3 2017 | $5,829,000 | +83.2% | 59,709 | +69.9% | 0.14% | +67.4% |
| Q2 2017 | $3,181,000 | -6.7% | 35,144 | -8.3% | 0.09% | -9.5% |
| Q1 2017 | $3,408,000 | +55.1% | 38,335 | +49.4% | 0.10% | +31.9% |
| Q4 2016 | $2,197,000 | +16.6% | 25,658 | +5.7% | 0.07% | -6.5% |
| Q3 2016 | $1,884,000 | +22.8% | 24,268 | +18.3% | 0.08% | +24.2% |
| Q2 2016 | $1,534,000 | +234.9% | 20,518 | +228.5% | 0.06% | +181.8% |
| Q1 2016 | $458,000 | +56.3% | 6,246 | +50.6% | 0.02% | +57.1% |
| Q4 2015 | $293,000 | -63.6% | 4,148 | -58.4% | 0.01% | -63.2% |
| Q2 2015 | $804,000 | -2.5% | 9,977 | -1.0% | 0.04% | -20.8% |
| Q1 2015 | $825,000 | -35.1% | 10,077 | -34.6% | 0.05% | -41.5% |
| Q4 2014 | $1,271,000 | -38.1% | 15,409 | -35.4% | 0.08% | -42.3% |
| Q3 2014 | $2,054,000 | +66.0% | 23,863 | +68.8% | 0.14% | +34.0% |
| Q2 2014 | $1,237,000 | +8.7% | 14,134 | +3.4% | 0.11% | -11.7% |
| Q1 2014 | $1,138,000 | +396.9% | 13,671 | +386.7% | 0.12% | +361.5% |
| Q4 2013 | $229,000 | – | 2,809 | – | 0.03% | – |
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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% |