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 | $72,051 | -17.6% | 567 | -13.7% | 0.01% | -20.0% |
| Q2 2023 | $87,414 | +0.4% | 657 | 0.0% | 0.02% | 0.0% |
| Q1 2023 | $87,072 | +6.2% | 657 | 0.0% | 0.02% | -6.2% |
| Q4 2022 | $81,974 | +15.5% | 657 | 0.0% | 0.02% | +23.1% |
| Q3 2022 | $71,000 | -10.1% | 657 | -1.5% | 0.01% | -7.1% |
| Q2 2022 | $79,000 | -16.8% | 667 | +5.5% | 0.01% | -65.9% |
| Q1 2022 | $95,000 | 0.0% | 632 | -6.6% | 0.04% | 0.0% |
| Q4 2021 | $95,000 | – | 677 | – | 0.04% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Pinnacle Family Advisors, LLC | 114,550 | $11,707,000 | 5.40% |
| Chessman Wealth Strategies RIA | 23,801 | $2,432,000 | 2.43% |
| BREITER CAPITAL MANAGEMENT INC | 14,287 | $1,460,000 | 2.10% |
| Kalos Management, Inc. | 28,658 | $2,928,000 | 1.38% |
| Copperwynd Financial, LLC | 18,162 | $1,856,000 | 1.36% |
| NATIONAL PLANNING CORP | 89 | $9,096,000 | 1.25% |
| Barber Financial Group, Inc. | 40,116 | $4,100,000 | 1.04% |
| Strategic Wealth Partners, Ltd. | 17,971 | $1,762,000 | 0.98% |
| Conservest Capital Advisors, Inc. | 45,727 | $4,673,000 | 0.93% |
| COMMERCE BANK | 629,507 | $64,336,000 | 0.84% |