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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,466,908 | +34.7% | 27,445 | +41.9% | 0.02% | +40.0% |
| Q2 2023 | $2,573,103 | +13.4% | 19,339 | +13.0% | 0.02% | 0.0% |
| Q1 2023 | $2,268,591 | +54.3% | 17,118 | +45.2% | 0.02% | +36.4% |
| Q4 2022 | $1,470,533 | -64.9% | 11,786 | -69.5% | 0.01% | -66.7% |
| Q3 2022 | $4,184,000 | +59.3% | 38,688 | +73.4% | 0.03% | +57.1% |
| Q2 2022 | $2,626,000 | -15.8% | 22,309 | +7.0% | 0.02% | 0.0% |
| Q1 2022 | $3,117,000 | +275.5% | 20,841 | +252.2% | 0.02% | +250.0% |
| Q4 2021 | $830,000 | -29.8% | 5,917 | -37.7% | 0.01% | -40.0% |
| Q3 2021 | $1,182,000 | -74.9% | 9,493 | -77.1% | 0.01% | -81.1% |
| Q4 2020 | $4,710,000 | – | 41,531 | – | 0.05% | – |
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% |