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 | $1,643,423 | -5.1% | 13,010 | 0.0% | 0.56% | -0.4% |
| Q2 2023 | $1,730,981 | +1.8% | 13,010 | +1.4% | 0.56% | -1.9% |
| Q1 2023 | $1,699,697 | +6.2% | 12,825 | 0.0% | 0.58% | +16.4% |
| Q4 2022 | $1,600,175 | +15.4% | 12,825 | 0.0% | 0.49% | +3.3% |
| Q3 2022 | $1,387,000 | -6.2% | 12,825 | +2.1% | 0.48% | -22.3% |
| Q2 2022 | $1,479,000 | -21.2% | 12,560 | 0.0% | 0.62% | -12.5% |
| Q1 2022 | $1,878,000 | +14.1% | 12,560 | 0.0% | 0.70% | +19.8% |
| Q4 2021 | $1,646,000 | -6.6% | 12,560 | -2.4% | 0.59% | -15.7% |
| Q1 2021 | $1,763,000 | +18.2% | 12,870 | 0.0% | 0.70% | +12.4% |
| Q4 2020 | $1,491,000 | +19.0% | 12,870 | 0.0% | 0.62% | +27.9% |
| Q3 2020 | $1,253,000 | +5.6% | 12,870 | -3.2% | 0.48% | +35.6% |
| Q2 2020 | $1,186,000 | +29.5% | 13,289 | -4.5% | 0.36% | +16.7% |
| Q1 2020 | $916,000 | -32.6% | 13,921 | -1.9% | 0.31% | -20.3% |
| Q4 2019 | $1,359,000 | -2.1% | 14,193 | -1.1% | 0.38% | -3.3% |
| Q3 2019 | $1,388,000 | +1.8% | 14,351 | 0.0% | 0.40% | -1.0% |
| Q2 2019 | $1,363,000 | +3.9% | 14,351 | 0.0% | 0.40% | -1.7% |
| Q1 2019 | $1,312,000 | -21.8% | 14,351 | -28.2% | 0.41% | -56.7% |
| Q4 2018 | $1,678,000 | -3.1% | 19,982 | 0.0% | 0.94% | -1.9% |
| Q3 2018 | $1,731,000 | +125.1% | 19,982 | +157.3% | 0.96% | +113.1% |
| Q2 2018 | $769,000 | +3.1% | 7,765 | 0.0% | 0.45% | +3.7% |
| Q1 2018 | $746,000 | -6.0% | 7,765 | 0.0% | 0.44% | -5.0% |
| Q4 2017 | $794,000 | – | 7,765 | – | 0.46% | – |
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 Asset Management LLC | 57,357 | $6,505,000 | 4.54% |
| Ascension Capital Advisors, Inc. | 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% |