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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $1,056,816 | +404.4% | 7,943 | +402.4% | 0.60% | +271.6% |
| Q1 2023 | $209,530 | -91.9% | 1,581 | -93.1% | 0.16% | -87.8% |
| Q4 2020 | $2,588,000 | +324.3% | 22,824 | +269.3% | 1.33% | +280.6% |
| Q3 2020 | $610,000 | +112.5% | 6,180 | +91.8% | 0.35% | +105.9% |
| Q2 2020 | $287,000 | – | 3,222 | – | 0.17% | – |
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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% |