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 | $16,617,775 | -18.3% | 131,553 | -13.9% | 0.01% | -14.3% |
| Q2 2023 | $20,339,487 | +0.7% | 152,871 | +0.3% | 0.01% | 0.0% |
| Q1 2023 | $20,204,729 | -1.3% | 152,454 | -7.1% | 0.01% | -12.5% |
| Q4 2022 | $20,471,264 | +1.7% | 164,072 | -11.8% | 0.01% | -11.1% |
| Q3 2022 | $20,126,000 | -6.8% | 186,075 | +1.5% | 0.01% | 0.0% |
| Q2 2022 | $21,593,000 | -19.4% | 183,414 | +2.4% | 0.01% | 0.0% |
| Q1 2022 | $26,782,000 | -4.4% | 179,072 | -10.4% | 0.01% | +12.5% |
| Q4 2021 | $28,014,000 | +21.9% | 199,799 | +8.3% | 0.01% | +14.3% |
| Q3 2021 | $22,974,000 | -2.6% | 184,439 | +2.0% | 0.01% | -12.5% |
| Q2 2021 | $23,580,000 | +93.1% | 180,885 | +86.0% | 0.01% | +100.0% |
| Q1 2021 | $12,209,000 | +135.8% | 97,228 | +113.0% | 0.00% | +100.0% |
| Q4 2020 | $5,177,000 | +61.4% | 45,646 | +40.5% | 0.00% | +100.0% |
| Q3 2020 | $3,208,000 | +11.5% | 32,481 | +0.8% | 0.00% | 0.0% |
| Q2 2020 | $2,877,000 | +19.4% | 32,239 | -7.3% | 0.00% | 0.0% |
| Q1 2020 | $2,410,000 | -70.2% | 34,793 | -57.9% | 0.00% | -66.7% |
| Q4 2019 | $8,089,000 | +5.1% | 82,592 | -1.0% | 0.00% | 0.0% |
| Q3 2019 | $7,700,000 | +0.7% | 83,452 | +3.7% | 0.00% | 0.0% |
| Q2 2019 | $7,644,000 | -0.5% | 80,458 | -4.3% | 0.00% | 0.0% |
| Q1 2019 | $7,685,000 | -22.1% | 84,065 | -28.4% | 0.00% | -25.0% |
| Q4 2018 | $9,863,000 | +5.7% | 117,474 | +23.9% | 0.00% | 0.0% |
| Q3 2018 | $9,332,000 | -12.0% | 94,817 | -11.5% | 0.00% | -20.0% |
| Q2 2018 | $10,603,000 | +0.1% | 107,091 | -2.9% | 0.01% | 0.0% |
| Q1 2018 | $10,593,000 | -18.6% | 110,252 | -13.4% | 0.01% | 0.0% |
| Q4 2017 | $13,012,000 | +15.7% | 127,315 | +8.5% | 0.01% | 0.0% |
| Q3 2017 | $11,244,000 | -2.8% | 117,378 | -9.4% | 0.01% | -16.7% |
| Q2 2017 | $11,572,000 | -5.9% | 129,508 | -6.1% | 0.01% | -14.3% |
| Q1 2017 | $12,292,000 | -2.4% | 137,892 | -8.9% | 0.01% | 0.0% |
| Q4 2016 | $12,593,000 | +96.0% | 151,433 | +86.2% | 0.01% | +75.0% |
| Q3 2016 | $6,424,000 | +31.5% | 81,335 | +26.4% | 0.00% | +33.3% |
| Q2 2016 | $4,886,000 | +0.1% | 64,335 | -3.5% | 0.00% | 0.0% |
| Q1 2016 | $4,883,000 | -29.4% | 66,643 | -32.1% | 0.00% | -25.0% |
| Q4 2015 | $6,919,000 | +45.2% | 98,097 | +33.3% | 0.00% | +33.3% |
| Q3 2015 | $4,764,000 | +1.2% | 73,580 | +25.9% | 0.00% | 0.0% |
| Q2 2015 | $4,708,000 | -3.0% | 58,424 | -1.4% | 0.00% | 0.0% |
| Q1 2015 | $4,855,000 | -21.1% | 59,275 | -20.6% | 0.00% | -25.0% |
| Q4 2014 | $6,155,000 | – | 74,628 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Milestone Advisory Partners | 28,039 | $3,716,009 | 3.43% |
| Kalos Management, Inc. | 8,508 | $1,127,565 | 2.26% |
| SPC Financial, Inc. | 147,163 | $19,503,455 | 2.22% |
| PGIM Custom Harvest LLC | 284,323 | $37,681,360 | 1.56% |
| EWG Elevate Inc. | 23,279 | $3,085,173 | 1.32% |
| Pinkerton Retirement Specialists, LLC | 45,991 | $6,095,187 | 1.14% |
| Navis Wealth Advisors, LLC | 7,727 | $1,024,092 | 1.12% |
| Vahanian & Associates Financial Planning Inc. | 2,656 | $352,000 | 0.98% |
| Royal Fund Management, LLC | 39,749 | $5,267,937 | 0.75% |
| Stonebridge Financial Planning Group, LLC | 7,962 | $1,055,204 | 0.68% |