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% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Lionsbridge Wealth Management LLC | 11,202 | $1,570,000 | 1.69% |
MinichMacGregor Wealth Management, LLC | 31,872 | $4,468,000 | 1.36% |
First Citizens Financial Corp | 12,280 | $1,722,000 | 1.26% |
EWG Elevate Inc. | 13,359 | $1,873,000 | 0.92% |
Navis Wealth Advisors, LLC | 7,538 | $1,057,000 | 0.89% |
Consilium Wealth Advisory, LLC | 7,743 | $1,086,000 | 0.70% |
Pathway Financial Advisors LLC | 12,560 | $1,646,000 | 0.59% |
UNIONVIEW, LLC | 4,036 | $566,000 | 0.53% |
Vahanian & Associates Financial Planning Inc. | 4,656 | $653,000 | 0.53% |
SOUTHERN CAPITAL ADVISORS, LLC | 5,164 | $724,000 | 0.45% |