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 | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $44,000 | +15.8% | 388 | 0.0% | 0.02% | -10.0% |
| Q3 2020 | $38,000 | +8.6% | 388 | 0.0% | 0.02% | 0.0% |
| Q2 2020 | $35,000 | -72.9% | 388 | -79.0% | 0.02% | -87.5% |
| Q1 2020 | $129,000 | -66.2% | 1,846 | -53.2% | 0.16% | -20.8% |
| Q4 2019 | $382,000 | +2.7% | 3,941 | -2.0% | 0.20% | -18.5% |
| Q3 2019 | $372,000 | -2.1% | 4,023 | +0.0% | 0.25% | -2.0% |
| Q2 2019 | $380,000 | +65.9% | 4,022 | +59.9% | 0.25% | +54.3% |
| Q1 2019 | $229,000 | +50.7% | 2,516 | +38.8% | 0.16% | +39.0% |
| Q4 2018 | $152,000 | -11.6% | 1,813 | +4.0% | 0.12% | +2.6% |
| Q3 2018 | $172,000 | -1.7% | 1,743 | -1.4% | 0.12% | -9.4% |
| Q2 2018 | $175,000 | -18.6% | 1,767 | -20.9% | 0.13% | -19.1% |
| Q1 2018 | $215,000 | – | 2,234 | – | 0.16% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Milestone Advisory Partners | 28,039 | $3,716,009 | 3.43% |
| Kalos Management, Inc. | 8,508 | $1,127,565 | 2.26% |
| SPC Financial, Inc. | 147,163 | $19,503,455 | 2.22% |
| PGIM Custom Harvest LLC | 284,323 | $37,681,360 | 1.56% |
| EWG Elevate Inc. | 23,279 | $3,085,173 | 1.32% |
| Pinkerton Retirement Specialists, LLC | 45,991 | $6,095,187 | 1.14% |
| Navis Wealth Advisors, LLC | 7,727 | $1,024,092 | 1.12% |
| Vahanian & Associates Financial Planning Inc. | 2,656 | $352,000 | 0.98% |
| Royal Fund Management, LLC | 39,749 | $5,267,937 | 0.75% |
| Stonebridge Financial Planning Group, LLC | 7,962 | $1,055,204 | 0.68% |