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 2021 | $577,000 | +4.3% | 4,425 | +0.6% | 0.03% | -3.0% |
| Q1 2021 | $553,000 | +94.7% | 4,400 | +76.0% | 0.03% | +73.7% |
| Q4 2020 | $284,000 | +12.7% | 2,500 | 0.0% | 0.02% | 0.0% |
| Q3 2020 | $252,000 | +4.6% | 2,500 | 0.0% | 0.02% | -26.9% |
| Q2 2020 | $241,000 | -69.8% | 2,500 | -72.2% | 0.03% | -79.5% |
| Q1 2017 | $799,000 | – | 8,985 | – | 0.13% | – |
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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% |