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 2021 | $504,000 | -12.8% | 4,047 | -8.7% | 0.92% | -8.1% |
| Q2 2021 | $578,000 | +2.8% | 4,433 | -0.9% | 1.00% | +1.1% |
| Q1 2021 | $562,000 | -5.5% | 4,475 | -14.7% | 0.99% | -8.9% |
| Q4 2020 | $595,000 | -5.1% | 5,248 | -17.4% | 1.08% | +421.6% |
| Q3 2020 | $627,000 | -38.5% | 6,352 | -38.9% | 0.21% | -55.7% |
| Q4 2019 | $1,019,000 | -13.3% | 10,400 | -18.3% | 0.47% | -14.6% |
| Q3 2019 | $1,175,000 | -11.4% | 12,731 | -8.8% | 0.55% | -2.7% |
| Q2 2019 | $1,326,000 | -17.4% | 13,953 | -20.5% | 0.56% | -20.3% |
| Q1 2019 | $1,605,000 | -10.2% | 17,555 | -17.6% | 0.71% | -21.9% |
| Q4 2018 | $1,788,000 | -26.3% | 21,297 | -13.6% | 0.91% | -3.7% |
| Q3 2018 | $2,425,000 | -7.0% | 24,643 | -6.4% | 0.94% | -18.3% |
| Q2 2018 | $2,607,000 | -8.9% | 26,335 | -11.6% | 1.15% | -13.6% |
| Q1 2018 | $2,861,000 | – | 29,777 | – | 1.33% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Kalos Management, Inc. | 7,594 | $876,000 | 2.16% |
| SPC Financial, Inc. | 149,043 | $16,121,000 | 2.01% |
| Capital CS Group, LLC | 13,366 | $1,446,000 | 1.55% |
| First Citizens Financial Corp | 13,458 | $1,456,000 | 1.43% |
| Vahanian & Associates Financial Planning Inc. | 3,529 | $382,000 | 1.32% |
| Navis Wealth Advisors, LLC | 7,610 | $823,000 | 1.27% |
| Cadent Capital Advisors, LLC | 20,813 | $2,251,000 | 1.26% |
| Kesler, Norman & Wride, LLC | 28,887 | $3,124,000 | 0.87% |
| Royal Fund Management, LLC | 43,142 | $4,666,000 | 0.85% |
| MinichMacGregor Wealth Management, LLC | 15,848 | $1,714,000 | 0.68% |