ISHARES TR's ticker is IYM and the CUSIP is 464287838. A total of 152 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 1.18 and the average weighting 0.1%.
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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Commonwealth Financial Services, LLC | 70,535 | $5,571,000 | 5.24% |
| ADVANTAGE INVESTMENT MANAGEMENT, LLC | 76,915 | $6,075,000 | 2.22% |
| Quantitative Advantage, LLC | 78,876 | $6,230,000 | 1.89% |
| First Heartland Consultants, Inc. | 28,681 | $2,265,000 | 0.66% |
| Cranbrook Wealth Management, LLC | 13,814 | $1,091,000 | 0.55% |
| Kalos Management, Inc. | 6,952 | $549,000 | 0.47% |
| First Allied Advisory Services, Inc. | 94,108 | $7,433,000 | 0.40% |
| COMMERCE BANK | 308,605 | $24,373,000 | 0.38% |
| Madden Advisory Services, Inc. | 7,710 | $608,000 | 0.37% |
| ROBERTS GLORE & CO INC /IL/ | 6,414 | $507,000 | 0.36% |