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 | $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 ↓ |
|---|---|---|---|
| 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% |