ISHARES TR's ticker is IYM and the CUSIP is 464287838. A total of 152 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 1.18 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $357,096 | -96.2% | 2,827 | -96.0% | 0.06% | -96.2% |
| Q2 2023 | $9,519,083 | +496.9% | 71,561 | +494.7% | 1.65% | +444.2% |
| Q1 2023 | $1,594,861 | +232.8% | 12,034 | +213.3% | 0.30% | +188.6% |
| Q4 2022 | $479,242 | -42.2% | 3,841 | -49.9% | 0.10% | -42.6% |
| Q3 2022 | $829,000 | -4.7% | 7,663 | +3.7% | 0.18% | +0.5% |
| Q2 2022 | $870,000 | +12.8% | 7,389 | +43.3% | 0.18% | +50.4% |
| Q1 2022 | $771,000 | -8.4% | 5,158 | -14.1% | 0.12% | -4.7% |
| Q4 2021 | $842,000 | -85.7% | 6,002 | -87.3% | 0.13% | -86.5% |
| Q3 2021 | $5,872,000 | +69.1% | 47,141 | +53.9% | 0.94% | +41.0% |
| Q4 2020 | $3,472,000 | – | 30,622 | – | 0.67% | – |
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% |