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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $654,969 | -4.4% | 5,185 | +0.7% | 0.01% | -14.3% |
| Q2 2023 | $685,074 | -31.6% | 5,149 | -31.8% | 0.01% | -36.4% |
| Q1 2023 | $1,001,152 | -0.7% | 7,554 | -6.5% | 0.01% | +22.2% |
| Q4 2022 | $1,008,516 | -99.9% | 8,083 | -64.9% | 0.01% | -30.8% |
| Q3 2022 | $1,248,247,000 | +92226.0% | 23,060 | +100.8% | 0.01% | -7.1% |
| Q2 2022 | $1,352,000 | -3.0% | 11,486 | +23.2% | 0.01% | -6.7% |
| Q1 2022 | $1,394,000 | +7.6% | 9,321 | +0.9% | 0.02% | +15.4% |
| Q4 2021 | $1,295,000 | -18.3% | 9,236 | -27.4% | 0.01% | -18.8% |
| Q3 2021 | $1,585,000 | +53.0% | 12,723 | +60.2% | 0.02% | +33.3% |
| Q2 2021 | $1,036,000 | +20.0% | 7,944 | +15.5% | 0.01% | +9.1% |
| Q1 2021 | $863,000 | -48.4% | 6,876 | -53.4% | 0.01% | -42.1% |
| Q4 2020 | $1,671,000 | -99.7% | 14,760 | +19068.8% | 0.02% | +111.1% |
| Q3 2020 | $493,000,000 | – | 77 | – | 0.01% | – |
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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% |