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 | $1,073,195 | -87.6% | 8,496 | -87.0% | 0.03% | -87.4% |
| Q2 2023 | $8,667,470 | -0.4% | 65,144 | -0.8% | 0.23% | -4.1% |
| Q1 2023 | $8,702,768 | +8.2% | 65,666 | +1.9% | 0.24% | -2.4% |
| Q4 2022 | $8,042,581 | +12.6% | 64,459 | -2.4% | 0.25% | -2.0% |
| Q3 2022 | $7,144,000 | -7.7% | 66,047 | +0.4% | 0.25% | -4.9% |
| Q2 2022 | $7,741,000 | +9698.7% | 65,753 | +10750.3% | 0.26% | +13150.0% |
| Q2 2021 | $79,000 | +54.9% | 606 | +35.9% | 0.00% | 0.0% |
| Q4 2020 | $51,000 | – | 446 | +22200.0% | 0.00% | – |
| Q3 2020 | $0 | -100.0% | 2 | -98.7% | 0.00% | -100.0% |
| Q1 2020 | $11,000 | -26.7% | 152 | -1.3% | 0.00% | 0.0% |
| Q4 2019 | $15,000 | 0.0% | 154 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $15,000 | 0.0% | 154 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $15,000 | +7.1% | 154 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $14,000 | +7.7% | 154 | +1.3% | 0.00% | 0.0% |
| Q4 2018 | $13,000 | -13.3% | 152 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $15,000 | -6.2% | 152 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $16,000 | +6.7% | 152 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $15,000 | +7.1% | 152 | -5.0% | 0.00% | -50.0% |
| Q1 2017 | $14,000 | -26.3% | 160 | -34.2% | 0.00% | -50.0% |
| Q3 2016 | $19,000 | -72.5% | 243 | -74.2% | 0.00% | -78.9% |
| Q1 2016 | $69,000 | +86.5% | 941 | +81.3% | 0.02% | +58.3% |
| Q4 2015 | $37,000 | +5.7% | 519 | -2.6% | 0.01% | +9.1% |
| Q3 2015 | $35,000 | -72.7% | 533 | -66.3% | 0.01% | -71.1% |
| Q2 2015 | $128,000 | -87.1% | 1,582 | -86.8% | 0.04% | -86.1% |
| Q1 2015 | $990,000 | +21.5% | 11,966 | +18.0% | 0.27% | +7.1% |
| Q4 2014 | $815,000 | -19.4% | 10,137 | -13.7% | 0.26% | -31.1% |
| Q3 2014 | $1,011,000 | -2.8% | 11,743 | -1.2% | 0.37% | -15.9% |
| Q2 2014 | $1,040,000 | +26.8% | 11,883 | +20.7% | 0.44% | +4.0% |
| Q1 2014 | $820,000 | +109.2% | 9,846 | +104.7% | 0.42% | +114.7% |
| Q4 2013 | $392,000 | – | 4,809 | – | 0.20% | – |
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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% |