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 | $884 | -5.0% | 7 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $931 | +0.3% | 7 | 0.0% | 0.00% | -50.0% |
| Q1 2023 | $928 | -7.2% | 7 | -30.0% | 0.00% | 0.0% |
| Q3 2022 | $1,000 | 0.0% | 10 | +11.1% | 0.00% | +100.0% |
| Q2 2022 | $1,000 | -80.0% | 9 | -76.3% | 0.00% | -75.0% |
| Q3 2021 | $5,000 | -28.6% | 38 | -34.5% | 0.00% | -33.3% |
| Q4 2020 | $7,000 | +133.3% | 58 | +93.3% | 0.01% | +200.0% |
| Q3 2020 | $3,000 | – | 30 | – | 0.00% | – |
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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% |