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 2020 | $64,000 | +8.5% | 652 | -2.0% | 0.03% | +3.7% |
| Q2 2020 | $59,000 | +25.5% | 665 | -2.1% | 0.03% | +8.0% |
| Q1 2020 | $47,000 | -29.9% | 679 | -1.5% | 0.02% | -16.7% |
| Q4 2019 | $67,000 | +4.7% | 689 | -1.4% | 0.03% | 0.0% |
| Q3 2019 | $64,000 | -4.5% | 699 | -0.6% | 0.03% | -6.2% |
| Q2 2019 | $67,000 | +4.7% | 703 | 0.0% | 0.03% | -5.9% |
| Q1 2019 | $64,000 | +4.9% | 703 | -3.8% | 0.03% | -10.5% |
| Q4 2018 | $61,000 | -15.3% | 731 | 0.0% | 0.04% | -2.6% |
| Q3 2018 | $72,000 | -2.7% | 731 | -2.7% | 0.04% | -4.9% |
| Q2 2018 | $74,000 | +2.8% | 751 | 0.0% | 0.04% | -2.4% |
| Q1 2018 | $72,000 | -70.4% | 751 | -74.7% | 0.04% | -74.1% |
| Q1 2015 | $243,000 | +18.0% | 2,970 | +18.7% | 0.16% | +18.2% |
| Q4 2014 | $206,000 | -96.4% | 2,503 | -96.2% | 0.14% | -97.2% |
| Q3 2014 | $5,741,000 | -8.3% | 66,700 | -6.8% | 4.86% | +8.9% |
| Q2 2014 | $6,264,000 | -3.3% | 71,564 | -8.0% | 4.46% | -13.3% |
| Q1 2014 | $6,481,000 | +2.0% | 77,829 | -0.3% | 5.15% | +18.8% |
| Q4 2013 | $6,355,000 | – | 78,045 | +7804400.0% | 4.33% | – |
| Q3 2013 | $0 | – | 1 | 0.0% | 0.00% | – |
| Q2 2013 | $0 | – | 1 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Kalos Management, Inc. | 7,594 | $876,000 | 2.16% |
| SPC Financial, Inc. | 149,043 | $16,121,000 | 2.01% |
| Capital CS Group, LLC | 13,366 | $1,446,000 | 1.55% |
| First Citizens Financial Corp | 13,458 | $1,456,000 | 1.43% |
| Vahanian & Associates Financial Planning Inc. | 3,529 | $382,000 | 1.32% |
| Navis Wealth Advisors, LLC | 7,610 | $823,000 | 1.27% |
| Cadent Capital Advisors, LLC | 20,813 | $2,251,000 | 1.26% |
| Kesler, Norman & Wride, LLC | 28,887 | $3,124,000 | 0.87% |
| Royal Fund Management, LLC | 43,142 | $4,666,000 | 0.85% |
| MinichMacGregor Wealth Management, LLC | 15,848 | $1,714,000 | 0.68% |