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 ↓ |
|---|---|---|---|
| PIERSHALE FINANCIAL GROUP, INC. | 162,743 | $13,534,000 | 8.30% |
| Quantitative Advantage, LLC | 117,255 | $9,751,000 | 2.98% |
| Pinnacle Family Advisors, LLC | 48,115 | $4,001,000 | 2.45% |
| ADVANTAGE INVESTMENT MANAGEMENT, LLC | 58,579 | $4,871,000 | 1.80% |
| NAVELLIER & ASSOCIATES INC | 49,212 | $4,092,000 | 0.68% |
| Cranbrook Wealth Management, LLC | 13,707 | $1,140,000 | 0.56% |
| NWAM LLC | 17,293 | $1,438,000 | 0.48% |
| Madden Advisory Services, Inc. | 7,710 | $641,000 | 0.43% |
| COMMERCE BANK | 316,050 | $26,283,000 | 0.39% |
| ROBERTS GLORE & CO INC /IL/ | 6,414 | $533,000 | 0.37% |