ISHARES TR's ticker is IYM and the CUSIP is 464287838. A total of 177 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 2.10 and the average weighting 0.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $39,333 | -4.8% | 316 | +2.3% | 0.01% | +30.0% |
Q2 2023 | $41,329 | +0.4% | 309 | 0.0% | 0.01% | -28.6% |
Q1 2023 | $41,150 | +21.5% | 309 | +13.6% | 0.01% | 0.0% |
Q4 2022 | $33,856 | -41.6% | 272 | -40.6% | 0.01% | +75.0% |
Q3 2021 | $58,000 | +205.3% | 458 | +130.2% | 0.01% | -11.1% |
Q1 2018 | $19,000 | -84.0% | 199 | -82.8% | 0.01% | -82.4% |
Q4 2017 | $119,000 | -10.5% | 1,160 | -22.3% | 0.05% | -27.1% |
Q1 2017 | $133,000 | +10.8% | 1,492 | +3.2% | 0.07% | +12.9% |
Q4 2016 | $120,000 | +26.3% | 1,446 | +16.0% | 0.06% | +12.7% |
Q2 2016 | $95,000 | -99.3% | 1,247 | +689.2% | 0.06% | +685.7% |
Q1 2015 | $12,940,000 | +5.3% | 158 | +6.0% | 0.01% | +16.7% |
Q4 2014 | $12,288,000 | -95.4% | 149 | -95.2% | 0.01% | -96.5% |
Q3 2014 | $265,698,000 | +41.4% | 3,087 | +43.7% | 0.17% | +80.0% |
Q2 2014 | $187,971,000 | -91.8% | 2,148 | -92.2% | 0.10% | -90.9% |
Q1 2014 | $2,297,419,000 | +281791.9% | 27,590 | +175.5% | 1.05% | +132.2% |
Q4 2013 | $815,000 | – | 10,013 | – | 0.45% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Pinnacle Family Advisors, LLC | 114,550 | $11,707,000 | 5.40% |
Chessman Wealth Strategies RIA | 23,801 | $2,432,000 | 2.43% |
BREITER CAPITAL MANAGEMENT INC | 14,287 | $1,460,000 | 2.10% |
Kalos Management, Inc. | 28,658 | $2,928,000 | 1.38% |
Copperwynd Financial, LLC | 18,162 | $1,856,000 | 1.36% |
NATIONAL PLANNING CORP | 89 | $9,096,000 | 1.25% |
Barber Financial Group, Inc. | 40,116 | $4,100,000 | 1.04% |
Strategic Wealth Partners, Ltd. | 17,971 | $1,762,000 | 0.98% |
Conservest Capital Advisors, Inc. | 45,727 | $4,673,000 | 0.93% |
COMMERCE BANK | 629,507 | $64,336,000 | 0.84% |