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 | $247,516 | -79.8% | 1,959 | -78.7% | 0.01% | -78.3% |
| Q2 2023 | $1,223,116 | +381.8% | 9,193 | +379.8% | 0.05% | +360.0% |
| Q1 2023 | $253,873 | -12.7% | 1,916 | -17.8% | 0.01% | -23.1% |
| Q4 2022 | $290,843 | -91.9% | 2,331 | -91.9% | 0.01% | -93.9% |
| Q3 2021 | $3,603,000 | +1674.9% | 28,923 | +1756.4% | 0.21% | +1675.0% |
| Q2 2021 | $203,000 | -80.3% | 1,558 | -82.9% | 0.01% | -84.4% |
| Q4 2020 | $1,032,000 | +268.6% | 9,101 | +218.1% | 0.08% | +156.7% |
| Q4 2019 | $280,000 | -2.1% | 2,861 | -7.8% | 0.03% | -21.1% |
| Q3 2019 | $286,000 | -3.1% | 3,103 | 0.0% | 0.04% | 0.0% |
| Q2 2019 | $295,000 | +10.9% | 3,103 | +6.7% | 0.04% | -2.6% |
| Q1 2019 | $266,000 | +9.5% | 2,909 | +0.3% | 0.04% | -18.8% |
| Q4 2018 | $243,000 | -15.0% | 2,899 | -0.1% | 0.05% | +11.6% |
| Q3 2018 | $286,000 | -0.3% | 2,903 | 0.0% | 0.04% | -33.8% |
| Q2 2018 | $287,000 | -37.7% | 2,903 | -39.4% | 0.06% | -44.4% |
| Q1 2018 | $461,000 | +24.9% | 4,794 | +32.8% | 0.12% | -15.8% |
| Q4 2017 | $369,000 | – | 3,610 | – | 0.14% | – |
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% |