ISHARES TR's ticker is IYM and the CUSIP is 464287838. A total of 152 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 1.18 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $127,048 | +138.7% | 1,000 | +150.0% | 0.04% | +147.1% |
| Q2 2023 | $53,220 | -93.3% | 400 | -93.3% | 0.02% | -93.6% |
| Q1 2023 | $796,506 | +21.8% | 6,010 | +14.6% | 0.27% | +12.2% |
| Q4 2022 | $654,169 | +225.5% | 5,243 | +290.4% | 0.24% | +271.9% |
| Q1 2022 | $201,000 | +45.7% | 1,343 | +26.3% | 0.06% | +28.0% |
| Q2 2021 | $138,000 | – | 1,063 | – | 0.05% | – |
| Q1 2021 | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
| Q4 2017 | $728,000 | – | 7,128 | – | 0.56% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Pinnacle Family Advisors, LLC | 114,550 | $11,707,000 | 5.40% |
| Chessman Wealth Strategies RIA | 23,801 | $2,432,000 | 2.43% |
| BREITER CAPITAL MANAGEMENT INC | 14,287 | $1,460,000 | 2.10% |
| Kalos Management, Inc. | 28,658 | $2,928,000 | 1.38% |
| Copperwynd Financial, LLC | 18,162 | $1,856,000 | 1.36% |
| NATIONAL PLANNING CORP | 89 | $9,096,000 | 1.25% |
| Barber Financial Group, Inc. | 40,116 | $4,100,000 | 1.04% |
| Strategic Wealth Partners, Ltd. | 17,971 | $1,762,000 | 0.98% |
| Conservest Capital Advisors, Inc. | 45,727 | $4,673,000 | 0.93% |
| COMMERCE BANK | 629,507 | $64,336,000 | 0.84% |