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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $138,000 | -22.0% | 1,170 | -1.3% | 0.04% | +11.1% |
| Q1 2022 | $177,000 | +8.6% | 1,185 | +1.7% | 0.04% | +12.5% |
| Q4 2021 | $163,000 | +12.4% | 1,165 | 0.0% | 0.03% | 0.0% |
| Q3 2021 | $145,000 | -7.1% | 1,165 | 0.0% | 0.03% | -5.9% |
| Q2 2021 | $156,000 | +28.9% | 1,165 | +20.7% | 0.03% | +21.4% |
| Q1 2021 | $121,000 | +11.0% | 965 | 0.0% | 0.03% | +12.0% |
| Q4 2020 | $109,000 | +13.5% | 965 | -2.0% | 0.02% | -10.7% |
| Q4 2019 | $96,000 | +5.5% | 985 | 0.0% | 0.03% | -15.2% |
| Q3 2019 | $91,000 | -25.4% | 985 | -23.3% | 0.03% | -13.2% |
| Q2 2019 | $122,000 | 0.0% | 1,285 | -3.4% | 0.04% | -25.5% |
| Q1 2019 | $122,000 | +8.9% | 1,330 | 0.0% | 0.05% | +2.0% |
| Q4 2018 | $112,000 | -13.2% | 1,330 | +1.1% | 0.05% | +2.0% |
| Q3 2018 | $129,000 | +24.0% | 1,315 | +24.6% | 0.05% | +22.5% |
| Q2 2018 | $104,000 | +3.0% | 1,055 | 0.0% | 0.04% | -13.0% |
| Q1 2018 | $101,000 | -6.5% | 1,055 | 0.0% | 0.05% | -19.3% |
| Q4 2017 | $108,000 | +6.9% | 1,055 | 0.0% | 0.06% | +29.5% |
| Q3 2017 | $101,000 | +7.4% | 1,055 | 0.0% | 0.04% | -39.7% |
| Q1 2017 | $94,000 | – | 1,055 | – | 0.07% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Johnson Midwest Financial, LLC | 120,789 | $13,699,000 | 13.05% |
| PIERSHALE FINANCIAL GROUP, INC. | 187,139 | $21,223,000 | 10.19% |
| Barber Financial Group, Inc. | 365,017 | $41,397,000 | 7.56% |
| Ascension Capital Advisors, Inc. | 57,357 | $6,505,000 | 4.54% |
| Ascension Asset Management LLC | 57,357 | $6,505,000 | 4.54% |
| EWG Elevate Inc. | 57,269 | $6,495,000 | 2.99% |
| Royal Fund Management, LLC | 97,231 | $11,027,000 | 2.34% |
| Pinkerton Retirement Specialists, LLC | 82,836 | $9,394,000 | 2.26% |
| Mattern Wealth Management LLC | 47,266 | $5,360,000 | 2.03% |
| Brookstone Capital Management | 365,884 | $41,495,000 | 1.65% |