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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $5,092,403 | -3.3% | 38,274 | -3.7% | 0.63% | -16.0% |
| Q1 2023 | $5,267,937 | +34.9% | 39,749 | +27.0% | 0.75% | +21.4% |
| Q4 2022 | $3,903,767 | -16.3% | 31,288 | -27.5% | 0.62% | -26.8% |
| Q3 2022 | $4,666,000 | -4.8% | 43,142 | +3.7% | 0.85% | +4.2% |
| Q2 2022 | $4,899,000 | -54.4% | 41,613 | -51.7% | 0.81% | -48.0% |
| Q3 2021 | $10,734,000 | +196.7% | 86,180 | +210.5% | 1.56% | +161.1% |
| Q2 2021 | $3,618,000 | +24.9% | 27,758 | +20.4% | 0.60% | +13.0% |
| Q1 2021 | $2,896,000 | -73.7% | 23,064 | -76.3% | 0.53% | -77.3% |
| Q4 2020 | $11,027,000 | +4124.9% | 97,231 | +3570.5% | 2.34% | +3385.1% |
| Q3 2020 | $261,000 | +20.8% | 2,649 | +25.0% | 0.07% | -13.0% |
| Q4 2017 | $216,000 | – | 2,119 | – | 0.08% | – |
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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% |