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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $1,152,080 | +2.2% | 8,659 | +1.8% | 2.47% | +9.5% |
| Q1 2023 | $1,127,565 | +36.8% | 8,508 | +28.8% | 2.26% | +21.7% |
| Q4 2022 | $823,981 | -5.9% | 6,604 | -13.0% | 1.86% | -14.1% |
| Q3 2022 | $876,000 | -3.7% | 7,594 | -0.5% | 2.16% | +76.9% |
| Q2 2022 | $910,000 | -14.6% | 7,629 | +0.4% | 1.22% | +67.6% |
| Q1 2022 | $1,066,000 | +67.6% | 7,595 | +65.0% | 0.73% | +323.8% |
| Q4 2021 | $636,000 | +1.9% | 4,603 | +2.0% | 0.17% | -2.3% |
| Q3 2021 | $624,000 | -78.8% | 4,513 | -79.8% | 0.18% | -85.3% |
| Q2 2021 | $2,943,000 | +361.3% | 22,319 | +386.5% | 1.19% | +500.0% |
| Q1 2021 | $638,000 | -60.5% | 4,588 | -67.8% | 0.20% | -71.2% |
| Q4 2020 | $1,615,000 | +30.9% | 14,246 | +24.5% | 0.69% | +25.5% |
| Q3 2020 | $1,234,000 | -70.9% | 11,439 | -74.1% | 0.55% | -71.4% |
| Q2 2018 | $4,238,000 | -50.0% | 44,113 | -50.0% | 1.92% | -23.3% |
| Q1 2018 | $8,476,000 | +189.5% | 88,226 | +207.9% | 2.50% | +81.9% |
| Q4 2017 | $2,928,000 | +295.7% | 28,658 | +270.7% | 1.38% | +189.3% |
| Q3 2017 | $740,000 | +34.8% | 7,731 | +11.2% | 0.48% | +1.7% |
| Q3 2016 | $549,000 | – | 6,952 | – | 0.47% | – |
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% |