ISHARES TR's ticker is IYM and the CUSIP is 464287838. A total of 73 filers reported holding ISHARES TR in Q2 2013. The put-call ratio across all filers is 0.69 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $915,000 | +20.7% | 8,072 | -5.0% | 0.10% | -1.9% |
| Q2 2020 | $758,000 | +26.3% | 8,494 | -2.0% | 0.11% | +562.5% |
| Q1 2020 | $600,000 | -32.1% | 8,664 | -4.0% | 0.02% | -89.5% |
| Q4 2019 | $884,000 | +8.9% | 9,022 | +2.6% | 0.15% | +0.7% |
| Q3 2019 | $812,000 | -16.5% | 8,796 | -14.0% | 0.15% | -21.2% |
| Q2 2019 | $972,000 | +0.7% | 10,226 | -3.1% | 0.19% | -7.2% |
| Q1 2019 | $965,000 | +6.9% | 10,553 | -1.8% | 0.21% | -10.3% |
| Q4 2018 | $903,000 | -18.1% | 10,750 | -4.0% | 0.23% | -6.5% |
| Q3 2018 | $1,102,000 | +5.4% | 11,200 | +6.1% | 0.25% | 0.0% |
| Q2 2018 | $1,046,000 | +6.3% | 10,560 | +3.1% | 0.25% | -0.4% |
| Q1 2018 | $984,000 | -15.0% | 10,240 | -9.5% | 0.25% | -15.0% |
| Q4 2017 | $1,157,000 | +1.6% | 11,320 | -4.8% | 0.29% | -1.0% |
| Q3 2017 | $1,139,000 | -0.4% | 11,886 | -7.2% | 0.30% | +48.7% |
| Q2 2017 | $1,144,000 | +4.0% | 12,803 | +3.7% | 0.20% | -40.8% |
| Q1 2017 | $1,100,000 | -23.5% | 12,344 | -28.6% | 0.34% | -29.6% |
| Q4 2016 | $1,438,000 | +5.7% | 17,293 | +0.3% | 0.48% | +363.1% |
| Q3 2016 | $1,361,000 | +4.5% | 17,233 | +0.5% | 0.10% | -79.9% |
| Q2 2016 | $1,303,000 | +4.1% | 17,152 | +0.4% | 0.51% | +3.2% |
| Q1 2016 | $1,252,000 | -0.2% | 17,092 | -4.0% | 0.50% | -3.1% |
| Q4 2015 | $1,255,000 | -13.9% | 17,797 | -1.1% | 0.51% | -15.9% |
| Q2 2015 | $1,457,000 | +241.2% | 18,000 | +245.1% | 0.61% | +232.8% |
| Q1 2015 | $427,000 | -0.7% | 5,216 | 0.0% | 0.18% | -2.7% |
| Q4 2014 | $430,000 | -3.2% | 5,216 | +1.1% | 0.19% | +19.0% |
| Q3 2014 | $444,000 | +2.1% | 5,158 | +3.8% | 0.16% | +17.0% |
| Q2 2014 | $435,000 | +3.8% | 4,968 | -1.3% | 0.14% | -6.2% |
| Q1 2014 | $419,000 | +1.9% | 5,035 | -0.3% | 0.14% | -33.9% |
| Q4 2013 | $411,000 | +3.0% | 5,048 | -6.4% | 0.22% | +12.4% |
| Q3 2013 | $399,000 | +5.3% | 5,392 | -4.7% | 0.19% | +1.0% |
| Q2 2013 | $379,000 | -3.3% | 5,659 | +1.4% | 0.19% | -0.5% |
| Q1 2013 | $392,000 | – | 5,583 | – | 0.19% | – |
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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% |