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 | $5,511 | -4.7% | 43,628 | +0.4% | 0.01% | -8.3% |
| Q2 2023 | $5,781 | -15.2% | 43,448 | -15.6% | 0.01% | -14.3% |
| Q1 2023 | $6,820 | +8.4% | 51,465 | +2.1% | 0.01% | -6.7% |
| Q4 2022 | $6,289 | -99.9% | 50,405 | +1.3% | 0.02% | +7.1% |
| Q3 2022 | $5,379,000 | -17.8% | 49,739 | -10.5% | 0.01% | -17.6% |
| Q2 2022 | $6,541,000 | -14.6% | 55,562 | +8.5% | 0.02% | -5.6% |
| Q1 2022 | $7,655,000 | +3.3% | 51,186 | -3.2% | 0.02% | +5.9% |
| Q4 2021 | $7,410,000 | +21.6% | 52,852 | +8.1% | 0.02% | +13.3% |
| Q3 2021 | $6,092,000 | -4.6% | 48,914 | -0.2% | 0.02% | -6.2% |
| Q2 2021 | $6,387,000 | -6.8% | 48,996 | -10.2% | 0.02% | -15.8% |
| Q1 2021 | $6,854,000 | +9.3% | 54,583 | -1.3% | 0.02% | 0.0% |
| Q4 2020 | $6,271,000 | +155.2% | 55,297 | +122.2% | 0.02% | +137.5% |
| Q3 2020 | $2,457,000 | +0.1% | 24,888 | -9.6% | 0.01% | -11.1% |
| Q2 2020 | $2,455,000 | +86.1% | 27,521 | +44.5% | 0.01% | +50.0% |
| Q1 2020 | $1,319,000 | -39.1% | 19,049 | -13.8% | 0.01% | -25.0% |
| Q4 2019 | $2,165,000 | +6.0% | 22,111 | -0.2% | 0.01% | -11.1% |
| Q3 2019 | $2,043,000 | +11.9% | 22,150 | +15.3% | 0.01% | +12.5% |
| Q2 2019 | $1,825,000 | +3.7% | 19,209 | -0.3% | 0.01% | 0.0% |
| Q1 2019 | $1,760,000 | +11.5% | 19,259 | +2.4% | 0.01% | 0.0% |
| Q4 2018 | $1,579,000 | -24.9% | 18,814 | -11.9% | 0.01% | -20.0% |
| Q3 2018 | $2,102,000 | -6.3% | 21,362 | -5.7% | 0.01% | -16.7% |
| Q2 2018 | $2,243,000 | -63.8% | 22,652 | -64.9% | 0.01% | -64.7% |
| Q1 2018 | $6,196,000 | +11.3% | 64,494 | +18.4% | 0.03% | +13.3% |
| Q4 2017 | $5,568,000 | – | 54,479 | – | 0.03% | – |
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% |