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 | $269,063 | -11.0% | 2,130 | -6.2% | 0.00% | 0.0% |
| Q2 2023 | $302,291 | -11.7% | 2,272 | -12.0% | 0.00% | 0.0% |
| Q1 2023 | $342,324 | +2.7% | 2,583 | -3.3% | 0.00% | 0.0% |
| Q4 2022 | $333,260 | +0.4% | 2,671 | -13.1% | 0.00% | -25.0% |
| Q3 2022 | $332,000 | -15.1% | 3,072 | -7.6% | 0.00% | 0.0% |
| Q2 2022 | $391,000 | -12.1% | 3,323 | +11.7% | 0.00% | 0.0% |
| Q1 2022 | $445,000 | +23.3% | 2,975 | +15.5% | 0.00% | +33.3% |
| Q4 2021 | $361,000 | +381.3% | 2,575 | +328.5% | 0.00% | +200.0% |
| Q3 2021 | $75,000 | -18.5% | 601 | -14.1% | 0.00% | 0.0% |
| Q2 2021 | $92,000 | +4.5% | 700 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $88,000 | +15.8% | 700 | +4.2% | 0.00% | 0.0% |
| Q4 2020 | $76,000 | +15.2% | 672 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $66,000 | -15.4% | 672 | -22.8% | 0.00% | 0.0% |
| Q2 2020 | $78,000 | +21.9% | 871 | -5.5% | 0.00% | 0.0% |
| Q1 2020 | $64,000 | -72.9% | 922 | -61.7% | 0.00% | -75.0% |
| Q4 2019 | $236,000 | +10.3% | 2,405 | +3.8% | 0.00% | +33.3% |
| Q3 2019 | $214,000 | -5.3% | 2,317 | -2.4% | 0.00% | -25.0% |
| Q2 2019 | $226,000 | +4.6% | 2,374 | +0.3% | 0.00% | 0.0% |
| Q1 2019 | $216,000 | +8.5% | 2,367 | -0.0% | 0.00% | 0.0% |
| Q4 2018 | $199,000 | -21.7% | 2,368 | -8.2% | 0.00% | 0.0% |
| Q3 2018 | $254,000 | -6.3% | 2,580 | -5.9% | 0.00% | -20.0% |
| Q2 2018 | $271,000 | -56.6% | 2,742 | -57.9% | 0.01% | -50.0% |
| Q1 2018 | $625,000 | -12.2% | 6,508 | -6.6% | 0.01% | -9.1% |
| Q4 2017 | $712,000 | +3.3% | 6,968 | -3.1% | 0.01% | -8.3% |
| Q3 2017 | $689,000 | +16.0% | 7,194 | +8.2% | 0.01% | +20.0% |
| Q2 2017 | $594,000 | -9.0% | 6,649 | -9.3% | 0.01% | -16.7% |
| Q1 2017 | $653,000 | -68.9% | 7,331 | -71.0% | 0.01% | -68.4% |
| Q4 2016 | $2,100,000 | +7.1% | 25,255 | +1.7% | 0.04% | +5.6% |
| Q3 2016 | $1,961,000 | -0.4% | 24,834 | -4.2% | 0.04% | -26.5% |
| Q2 2016 | $1,969,000 | +3025.4% | 25,922 | +3257.8% | 0.05% | +2350.0% |
| Q1 2016 | $63,000 | -96.4% | 772 | -96.9% | 0.00% | -95.5% |
| Q4 2015 | $1,744,000 | +7.3% | 24,732 | -1.5% | 0.04% | +2.3% |
| Q3 2015 | $1,626,000 | +442.0% | 25,109 | +575.2% | 0.04% | +514.3% |
| Q2 2015 | $300,000 | +376.2% | 3,719 | +381.7% | 0.01% | +250.0% |
| Q1 2015 | $63,000 | +18.9% | 772 | +19.3% | 0.00% | +100.0% |
| Q4 2014 | $53,000 | +1225.0% | 647 | +1120.8% | 0.00% | – |
| Q1 2013 | $4,000 | – | 53 | +657.1% | 0.00% | – |
| Q2 2011 | $0 | -100.0% | 7 | -53.3% | 0.00% | – |
| Q1 2011 | $1,000 | 0.0% | 15 | 0.0% | 0.00% | – |
| Q4 2010 | $1,000 | – | 15 | 0.0% | 0.00% | – |
| Q3 2010 | $0 | -100.0% | 15 | -70.0% | 0.00% | – |
| Q1 2010 | $3,000 | -90.6% | 50 | -90.7% | 0.00% | -100.0% |
| Q4 2009 | $32,000 | +6.7% | 535 | 0.0% | 0.00% | 0.0% |
| Q3 2009 | $30,000 | -18.9% | 535 | -36.7% | 0.00% | -50.0% |
| Q2 2009 | $37,000 | +23.3% | 845 | 0.0% | 0.00% | 0.0% |
| Q1 2009 | $30,000 | – | 845 | – | 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% |