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 ↓ |
|---|---|---|---|
| GRIMES & COMPANY, INC. | 135,988 | $13,384,000 | 1.07% |
| Pathway Financial Advisors LLC | 19,982 | $1,731,000 | 0.96% |
| CEDAR CAPITAL, LLC | 24,643 | $2,425,000 | 0.94% |
| COMMERCE BANK | 639,193 | $62,909,000 | 0.75% |
| Conservest Capital Advisors, Inc. | 32,543 | $3,203,000 | 0.47% |
| Madden Advisory Services, Inc. | 7,630 | $750,000 | 0.45% |
| Cranbrook Wealth Management, LLC | 11,904 | $1,172,000 | 0.41% |
| ROBERTS GLORE & CO INC /IL/ | 5,809 | $572,000 | 0.33% |
| CHARTIST INC /CA/ | 6,453 | $635,114,000 | 0.28% |
| United Asset Strategies, Inc. | 11,044 | $1,087,000 | 0.26% |