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 | $15,538 | -5.1% | 123 | 0.0% | 0.00% | – |
| Q2 2023 | $16,366 | +0.4% | 123 | 0.0% | 0.00% | – |
| Q1 2023 | $16,302 | +6.2% | 123 | 0.0% | 0.00% | – |
| Q4 2022 | $15,347 | +18.1% | 123 | 0.0% | 0.00% | – |
| Q3 2022 | $13,000 | -7.1% | 123 | 0.0% | 0.00% | – |
| Q2 2022 | $14,000 | -22.2% | 123 | 0.0% | 0.00% | -100.0% |
| Q1 2022 | $18,000 | +5.9% | 123 | 0.0% | 0.00% | – |
| Q4 2021 | $17,000 | +13.3% | 123 | 0.0% | 0.00% | -100.0% |
| Q3 2021 | $15,000 | -6.2% | 123 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $16,000 | -23.8% | 123 | -28.9% | 0.00% | 0.0% |
| Q1 2021 | $21,000 | +5.0% | 173 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $20,000 | +17.6% | 173 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $17,000 | +13.3% | 173 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $15,000 | +25.0% | 173 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $12,000 | -29.4% | 173 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $17,000 | +6.2% | 173 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $16,000 | 0.0% | 173 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $16,000 | 0.0% | 173 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $16,000 | -65.2% | 173 | -68.1% | 0.00% | -66.7% |
| Q4 2018 | $46,000 | -6.1% | 542 | +8.4% | 0.00% | 0.0% |
| Q3 2018 | $49,000 | -2.0% | 500 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $50,000 | +900.0% | 500 | +733.3% | 0.00% | – |
| Q2 2016 | $5,000 | -82.1% | 60 | -84.8% | 0.00% | -100.0% |
| Q4 2015 | $28,000 | +86.7% | 395 | +113.5% | 0.00% | +100.0% |
| Q4 2013 | $15,000 | – | 185 | – | 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% |