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 | $679,473 | -5.1% | 5,379 | -0.1% | 0.06% | 0.0% |
| Q2 2023 | $716,212 | +0.4% | 5,383 | 0.0% | 0.06% | -1.6% |
| Q1 2023 | $713,413 | +2.9% | 5,383 | -3.1% | 0.06% | +1.7% |
| Q4 2022 | $693,475 | +8.9% | 5,558 | -5.5% | 0.06% | +1.7% |
| Q3 2022 | $637,000 | -12.5% | 5,882 | -4.9% | 0.06% | -7.8% |
| Q2 2022 | $728,000 | -26.1% | 6,188 | -6.0% | 0.06% | -13.5% |
| Q1 2022 | $985,000 | +5.8% | 6,586 | -0.8% | 0.07% | +13.8% |
| Q4 2021 | $931,000 | +12.6% | 6,636 | -0.1% | 0.06% | +8.3% |
| Q3 2021 | $827,000 | +0.2% | 6,641 | +5.0% | 0.06% | 0.0% |
| Q2 2021 | $825,000 | +3.9% | 6,326 | 0.0% | 0.06% | 0.0% |
| Q1 2021 | $794,000 | +14.1% | 6,326 | +3.0% | 0.06% | +9.1% |
| Q4 2020 | $696,000 | +13.9% | 6,141 | -0.6% | 0.06% | +10.0% |
| Q3 2020 | $611,000 | +17.7% | 6,181 | +6.3% | 0.05% | +16.3% |
| Q2 2020 | $519,000 | +24.8% | 5,814 | -3.1% | 0.04% | +19.4% |
| Q1 2020 | $416,000 | -33.0% | 5,998 | -5.3% | 0.04% | -35.7% |
| Q4 2019 | $621,000 | +10.3% | 6,334 | +3.8% | 0.06% | +1.8% |
| Q3 2019 | $563,000 | -7.7% | 6,105 | -4.9% | 0.06% | -6.8% |
| Q2 2019 | $610,000 | +3.0% | 6,422 | -0.8% | 0.06% | +1.7% |
| Q1 2019 | $592,000 | +14.3% | 6,472 | +4.9% | 0.06% | 0.0% |
| Q4 2018 | $518,000 | -16.2% | 6,172 | -1.6% | 0.06% | -4.9% |
| Q3 2018 | $618,000 | -1.6% | 6,275 | -1.1% | 0.06% | +7.0% |
| Q2 2018 | $628,000 | -5.1% | 6,345 | -7.9% | 0.06% | -3.4% |
| Q1 2018 | $662,000 | +3.8% | 6,890 | +10.5% | 0.06% | -7.8% |
| Q4 2017 | $638,000 | +3.9% | 6,238 | -2.7% | 0.06% | 0.0% |
| Q3 2017 | $614,000 | +6.8% | 6,408 | -0.5% | 0.06% | 0.0% |
| Q2 2017 | $575,000 | +0.2% | 6,438 | 0.0% | 0.06% | +1.6% |
| Q1 2017 | $574,000 | – | 6,438 | – | 0.06% | – |
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% |