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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $202,786 | -15.2% | 1,625 | -19.8% | 0.01% | -38.1% |
| Q2 2022 | $239,000 | -16.7% | 2,026 | +5.7% | 0.02% | -4.5% |
| Q1 2022 | $287,000 | -40.2% | 1,916 | -44.1% | 0.02% | -37.1% |
| Q4 2021 | $480,000 | +8.1% | 3,426 | -4.0% | 0.04% | -2.8% |
| Q3 2021 | $444,000 | -79.3% | 3,567 | -78.3% | 0.04% | -73.5% |
| Q2 2021 | $2,144,000 | +373.3% | 16,448 | +356.4% | 0.14% | +312.1% |
| Q1 2021 | $453,000 | +11.0% | 3,604 | +0.2% | 0.03% | -2.9% |
| Q4 2020 | $408,000 | +32.5% | 3,596 | +15.3% | 0.03% | +9.7% |
| Q3 2020 | $308,000 | +17.1% | 3,118 | +5.7% | 0.03% | -13.9% |
| Q2 2020 | $263,000 | +25.8% | 2,950 | -2.1% | 0.04% | +20.0% |
| Q1 2020 | $209,000 | -56.8% | 3,012 | -39.1% | 0.03% | -47.4% |
| Q4 2019 | $484,000 | +4.8% | 4,945 | -1.3% | 0.06% | -9.5% |
| Q3 2019 | $462,000 | +2.0% | 5,009 | +5.0% | 0.06% | -4.5% |
| Q2 2019 | $453,000 | +10.8% | 4,771 | +6.7% | 0.07% | -2.9% |
| Q1 2019 | $409,000 | +4.9% | 4,472 | -3.7% | 0.07% | -9.3% |
| Q4 2018 | $390,000 | -51.9% | 4,646 | -43.6% | 0.08% | -57.1% |
| Q3 2018 | $810,000 | +2.0% | 8,233 | +2.7% | 0.18% | -13.8% |
| Q2 2018 | $794,000 | +5.0% | 8,015 | -0.3% | 0.20% | 0.0% |
| Q1 2018 | $756,000 | -64.3% | 8,041 | -59.7% | 0.20% | -63.8% |
| Q4 2017 | $2,118,000 | +230.9% | 19,953 | +204.3% | 0.56% | +106.2% |
| Q3 2017 | $640,000 | +3455.6% | 6,558 | +115.0% | 0.27% | +2922.2% |
| Q2 2017 | $18,000 | -72.3% | 3,050 | +80.8% | 0.01% | -79.1% |
| Q1 2017 | $65,000 | -43.5% | 1,687 | +22.3% | 0.04% | -50.6% |
| Q4 2016 | $115,000 | – | 1,379 | – | 0.09% | – |
Download | ||||||
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% |