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 | $292,673 | -5.5% | 2,316 | -0.6% | 0.00% | 0.0% |
| Q2 2023 | $309,861 | -16.2% | 2,329 | -16.5% | 0.00% | -25.0% |
| Q1 2023 | $369,601 | +6.5% | 2,789 | +0.3% | 0.00% | 0.0% |
| Q4 2022 | $347,074 | -14.1% | 2,782 | -25.2% | 0.00% | -20.0% |
| Q3 2022 | $404,000 | -12.4% | 3,720 | -5.1% | 0.01% | 0.0% |
| Q2 2022 | $461,000 | -29.5% | 3,921 | -10.2% | 0.01% | -28.6% |
| Q1 2022 | $654,000 | +57.2% | 4,367 | +46.7% | 0.01% | +75.0% |
| Q4 2021 | $416,000 | +19.2% | 2,977 | +6.2% | 0.00% | 0.0% |
| Q3 2021 | $349,000 | +14.8% | 2,802 | +20.3% | 0.00% | +33.3% |
| Q2 2021 | $304,000 | +39.4% | 2,329 | +21.8% | 0.00% | 0.0% |
| Q4 2020 | $218,000 | +111.7% | 1,912 | +66.3% | 0.00% | +200.0% |
| Q2 2020 | $103,000 | +30.4% | 1,150 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $79,000 | -29.5% | 1,150 | 0.0% | 0.00% | -50.0% |
| Q4 2019 | $112,000 | +5.7% | 1,150 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $106,000 | -2.8% | 1,150 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $109,000 | +3.8% | 1,150 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $105,000 | +9.4% | 1,150 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $96,000 | -15.0% | 1,150 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $113,000 | 0.0% | 1,150 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $113,000 | +2.7% | 1,150 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $110,000 | +7.8% | 1,150 | +0.2% | 0.00% | 0.0% |
| Q2 2017 | $102,000 | 0.0% | 1,148 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $102,000 | +14.6% | 1,148 | +8.1% | 0.00% | 0.0% |
| Q4 2016 | $89,000 | +6.0% | 1,062 | +0.1% | 0.00% | 0.0% |
| Q3 2016 | $84,000 | +3.7% | 1,061 | +0.1% | 0.00% | 0.0% |
| Q2 2016 | $81,000 | +3.8% | 1,060 | +0.1% | 0.00% | 0.0% |
| Q1 2016 | $78,000 | +5.4% | 1,059 | +0.1% | 0.00% | 0.0% |
| Q4 2015 | $74,000 | +8.8% | 1,058 | +0.3% | 0.00% | 0.0% |
| Q3 2015 | $68,000 | +223.8% | 1,055 | +313.7% | 0.00% | +100.0% |
| Q2 2015 | $21,000 | 0.0% | 255 | +0.4% | 0.00% | 0.0% |
| Q1 2015 | $21,000 | 0.0% | 254 | +0.4% | 0.00% | 0.0% |
| Q4 2014 | $21,000 | -4.5% | 253 | +0.8% | 0.00% | 0.0% |
| Q3 2014 | $22,000 | 0.0% | 251 | +0.4% | 0.00% | 0.0% |
| Q2 2014 | $22,000 | +4.8% | 250 | +0.4% | 0.00% | 0.0% |
| Q1 2014 | $21,000 | +5.0% | 249 | 0.0% | 0.00% | 0.0% |
| Q4 2013 | $20,000 | +11.1% | 249 | +0.8% | 0.00% | 0.0% |
| Q3 2013 | $18,000 | +12.5% | 247 | +0.8% | 0.00% | – |
| Q2 2013 | $16,000 | – | 245 | – | 0.00% | – |
Download | ||||||
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% |