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 | $3,813,855 | -40.2% | 30,187 | -37.1% | 0.01% | -45.5% |
| Q2 2023 | $6,382,855 | -33.0% | 47,969 | -33.3% | 0.01% | -38.9% |
| Q1 2023 | $9,530,911 | +120.1% | 71,905 | +107.1% | 0.02% | +100.0% |
| Q4 2022 | $4,330,912 | -49.5% | 34,718 | -56.2% | 0.01% | -55.0% |
| Q3 2022 | $8,569,000 | -50.0% | 79,225 | -45.6% | 0.02% | -47.4% |
| Q2 2022 | $17,141,000 | -0.3% | 145,592 | +20.8% | 0.04% | +15.2% |
| Q1 2022 | $17,186,000 | +308.9% | 120,545 | +302.2% | 0.03% | +312.5% |
| Q4 2021 | $4,203,000 | -61.3% | 29,971 | -65.7% | 0.01% | -65.2% |
| Q3 2021 | $10,873,000 | +62.0% | 87,256 | +69.5% | 0.02% | +53.3% |
| Q2 2021 | $6,712,000 | +72.0% | 51,486 | +65.7% | 0.02% | +66.7% |
| Q1 2021 | $3,902,000 | -62.4% | 31,064 | -66.1% | 0.01% | -67.9% |
| Q4 2020 | $10,388,000 | +390.9% | 91,603 | +327.6% | 0.03% | +366.7% |
| Q3 2020 | $2,116,000 | +144.3% | 21,423 | +120.7% | 0.01% | +100.0% |
| Q2 2020 | $866,000 | +33.0% | 9,708 | +3.7% | 0.00% | 0.0% |
| Q1 2020 | $651,000 | – | 9,364 | – | 0.00% | – |
Download | ||||||
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% |