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 | $18,316 | -5.1% | 145 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $19,292 | +0.4% | 145 | 0.0% | 0.01% | -10.0% |
| Q1 2023 | $19,217 | +6.2% | 145 | 0.0% | 0.01% | +11.1% |
| Q4 2022 | $18,092 | +13.1% | 145 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $16,000 | -5.9% | 145 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $17,000 | -22.7% | 145 | 0.0% | 0.01% | -18.2% |
| Q1 2022 | $22,000 | +10.0% | 145 | 0.0% | 0.01% | +10.0% |
| Q4 2021 | $20,000 | +11.1% | 145 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $18,000 | -5.3% | 145 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $19,000 | +5.6% | 145 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $18,000 | +12.5% | 145 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $16,000 | – | 145 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Kalos Management, Inc. | 6,604 | $823,981 | 1.86% |
| PGIM Custom Harvest LLC | 276,580 | $34,508,889 | 1.56% |
| First Citizens Financial Corp | 13,463 | $1,680 | 1.45% |
| SPC Financial, Inc. | 98,060 | $12,235,005 | 1.45% |
| Navis Wealth Advisors, LLC | 7,701 | $960,792 | 1.36% |
| Pinnacle Family Advisors, LLC | 14,026 | $1,750,024 | 1.25% |
| Vahanian & Associates Financial Planning Inc. | 2,736 | $341,371 | 1.12% |
| Stonebridge Financial Planning Group, LLC | 7,722 | $963,474 | 0.64% |
| Royal Fund Management, LLC | 31,288 | $3,903,767 | 0.62% |
| UNIONVIEW, LLC | 4,083 | $509,441 | 0.51% |