ISHARES TR's ticker is IYM and the CUSIP is 464287838. A total of 177 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 2.10 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $125,686 | -5.1% | 995 | 0.0% | 0.11% | +1.9% |
| Q2 2023 | $132,381 | -2.1% | 995 | -2.5% | 0.11% | -6.1% |
| Q1 2023 | $135,175 | +6.2% | 1,020 | 0.0% | 0.12% | +6.5% |
| Q4 2022 | $127,260 | +15.7% | 1,020 | 0.0% | 0.11% | +2.9% |
| Q3 2022 | $110,000 | -8.3% | 1,020 | 0.0% | 0.10% | 0.0% |
| Q2 2022 | $120,000 | -21.6% | 1,020 | 0.0% | 0.10% | -3.7% |
| Q1 2022 | $153,000 | +2.0% | 1,020 | -4.7% | 0.11% | -7.6% |
| Q4 2021 | $150,000 | +11.1% | 1,070 | -0.9% | 0.12% | +0.9% |
| Q3 2021 | $135,000 | -4.9% | 1,080 | -0.9% | 0.12% | -3.3% |
| Q2 2021 | $142,000 | +3.6% | 1,090 | 0.0% | 0.12% | -0.8% |
| Q1 2021 | $137,000 | – | 1,090 | – | 0.12% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Johnson Midwest Financial, LLC | 120,789 | $13,699,000 | 13.05% |
| PIERSHALE FINANCIAL GROUP, INC. | 187,139 | $21,223,000 | 10.19% |
| Barber Financial Group, Inc. | 365,017 | $41,397,000 | 7.56% |
| Ascension Capital Advisors, Inc. | 57,357 | $6,505,000 | 4.54% |
| Ascension Asset Management LLC | 57,357 | $6,505,000 | 4.54% |
| EWG Elevate Inc. | 57,269 | $6,495,000 | 2.99% |
| Royal Fund Management, LLC | 97,231 | $11,027,000 | 2.34% |
| Pinkerton Retirement Specialists, LLC | 82,836 | $9,394,000 | 2.26% |
| Mattern Wealth Management LLC | 47,266 | $5,360,000 | 2.03% |
| Brookstone Capital Management | 365,884 | $41,495,000 | 1.65% |