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 | $2,496,000 | +477.8% | 21,199 | +588.5% | 2.01% | +1142.6% |
| Q4 2021 | $432,000 | -7.7% | 3,079 | -18.1% | 0.16% | -11.0% |
| Q3 2021 | $468,000 | -50.9% | 3,761 | -48.6% | 0.18% | -48.9% |
| Q2 2021 | $953,000 | -13.8% | 7,312 | -24.9% | 0.36% | -19.3% |
| Q4 2020 | $1,105,000 | -3.6% | 9,742 | -16.1% | 0.44% | -17.1% |
| Q3 2020 | $1,146,000 | -17.4% | 11,609 | -25.4% | 0.53% | -19.0% |
| Q2 2020 | $1,388,000 | -64.5% | 15,555 | -61.1% | 0.66% | -67.9% |
| Q4 2019 | $3,913,000 | -7.2% | 39,950 | -13.2% | 2.05% | +1.8% |
| Q2 2019 | $4,215,000 | – | 46,004 | – | 2.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Kalos Management, Inc. | 7,594 | $876,000 | 2.16% |
| SPC Financial, Inc. | 149,043 | $16,121,000 | 2.01% |
| Capital CS Group, LLC | 13,366 | $1,446,000 | 1.55% |
| First Citizens Financial Corp | 13,458 | $1,456,000 | 1.43% |
| Vahanian & Associates Financial Planning Inc. | 3,529 | $382,000 | 1.32% |
| Navis Wealth Advisors, LLC | 7,610 | $823,000 | 1.27% |
| Cadent Capital Advisors, LLC | 20,813 | $2,251,000 | 1.26% |
| Kesler, Norman & Wride, LLC | 28,887 | $3,124,000 | 0.87% |
| Royal Fund Management, LLC | 43,142 | $4,666,000 | 0.85% |
| MinichMacGregor Wealth Management, LLC | 15,848 | $1,714,000 | 0.68% |