ISHARES TR's ticker is IYM and the CUSIP is 464287838. A total of 126 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $46,870 | -5.1% | 372 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $49,367 | +0.5% | 372 | +0.3% | 0.01% | 0.0% |
| Q1 2023 | $49,135 | +131.0% | 371 | +117.0% | 0.01% | +100.0% |
| Q4 2022 | $21,273 | +18.2% | 171 | +0.6% | 0.01% | +25.0% |
| Q3 2022 | $18,000 | -10.0% | 170 | 0.0% | 0.00% | -20.0% |
| Q2 2022 | $20,000 | -20.0% | 170 | +0.6% | 0.01% | 0.0% |
| Q1 2022 | $25,000 | +4.2% | 169 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $24,000 | +14.3% | 169 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $21,000 | +61.5% | 169 | +69.0% | 0.01% | +66.7% |
| Q2 2021 | $13,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $13,000 | +18.2% | 100 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $11,000 | +10.0% | 100 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $10,000 | +11.1% | 100 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $9,000 | +28.6% | 100 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $7,000 | -30.0% | 100 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $10,000 | +11.1% | 100 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $9,000 | -10.0% | 100 | 0.0% | 0.00% | -25.0% |
| Q2 2019 | $10,000 | +11.1% | 100 | 0.0% | 0.00% | +33.3% |
| Q1 2019 | $9,000 | +12.5% | 100 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $8,000 | – | 100 | – | 0.00% | – |
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% |