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 | ||||
|---|---|---|---|---|---|---|
| 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 ↓ |
|---|---|---|---|
| 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% |