ISHARES TR's ticker is IYM and the CUSIP is 464287838. A total of 132 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $38,042,824 | -14.6% | 301,162 | -10.1% | 0.00% | -20.0% |
| Q2 2023 | $44,548,078 | +9.4% | 334,822 | +8.9% | 0.01% | +25.0% |
| Q1 2023 | $40,736,446 | -2.5% | 307,375 | -8.2% | 0.00% | -20.0% |
| Q4 2022 | $41,791,302 | -1.6% | 334,947 | -14.7% | 0.01% | 0.0% |
| Q3 2022 | $42,452,000 | -4.2% | 392,488 | +4.3% | 0.01% | 0.0% |
| Q2 2022 | $44,313,000 | +2.6% | 376,396 | +30.4% | 0.01% | +25.0% |
| Q1 2022 | $43,176,000 | +92.1% | 288,685 | +80.1% | 0.00% | +100.0% |
| Q4 2021 | $22,471,000 | +24.7% | 160,273 | +10.8% | 0.00% | 0.0% |
| Q3 2021 | $18,022,000 | -20.9% | 144,685 | -17.2% | 0.00% | 0.0% |
| Q2 2021 | $22,789,000 | +47.6% | 174,819 | +42.2% | 0.00% | 0.0% |
| Q1 2021 | $15,439,000 | +3.9% | 122,948 | -6.2% | 0.00% | 0.0% |
| Q4 2020 | $14,862,000 | -30.7% | 131,049 | -39.6% | 0.00% | -33.3% |
| Q3 2020 | $21,439,000 | +114.5% | 217,112 | +93.9% | 0.00% | +50.0% |
| Q2 2020 | $9,993,000 | +21.5% | 111,976 | -5.7% | 0.00% | +100.0% |
| Q1 2020 | $8,224,000 | -29.5% | 118,713 | -0.3% | 0.00% | -50.0% |
| Q4 2019 | $11,662,000 | +39.8% | 119,076 | +31.7% | 0.00% | +100.0% |
| Q3 2019 | $8,339,000 | -24.0% | 90,383 | -21.7% | 0.00% | -50.0% |
| Q2 2019 | $10,971,000 | -27.9% | 115,476 | -30.6% | 0.00% | 0.0% |
| Q1 2019 | $15,209,000 | +10.9% | 166,361 | +1.9% | 0.00% | 0.0% |
| Q4 2018 | $13,710,000 | -57.5% | 163,300 | -50.1% | 0.00% | -60.0% |
| Q3 2018 | $32,234,000 | -5.7% | 327,518 | -5.2% | 0.01% | -16.7% |
| Q2 2018 | $34,198,000 | +58.1% | 345,393 | +53.4% | 0.01% | +50.0% |
| Q1 2018 | $21,633,000 | -23.8% | 225,154 | -19.0% | 0.00% | -20.0% |
| Q4 2017 | $28,403,000 | +0.4% | 277,909 | -5.9% | 0.01% | +25.0% |
| Q3 2017 | $28,276,000 | +4.8% | 295,192 | -2.2% | 0.00% | -20.0% |
| Q2 2017 | $26,969,000 | -70.0% | 301,840 | -70.0% | 0.01% | -72.2% |
| Q1 2017 | $89,804,000 | +25.4% | 1,007,445 | +17.0% | 0.02% | +20.0% |
| Q4 2016 | $71,603,000 | +260.8% | 861,025 | +242.6% | 0.02% | +275.0% |
| Q3 2016 | $19,848,000 | +5.5% | 251,307 | +1.4% | 0.00% | 0.0% |
| Q2 2016 | $18,822,000 | +43.8% | 247,846 | +38.7% | 0.00% | +33.3% |
| Q1 2016 | $13,093,000 | +49.4% | 178,696 | +43.8% | 0.00% | +50.0% |
| Q4 2015 | $8,765,000 | +64.7% | 124,275 | +51.2% | 0.00% | +100.0% |
| Q3 2015 | $5,323,000 | -56.8% | 82,216 | -46.2% | 0.00% | -75.0% |
| Q2 2015 | $12,322,000 | -31.0% | 152,915 | -29.8% | 0.00% | -33.3% |
| Q1 2015 | $17,846,000 | -48.5% | 217,906 | -48.2% | 0.01% | -50.0% |
| Q4 2014 | $34,674,000 | +30.2% | 420,434 | +35.9% | 0.01% | +33.3% |
| Q3 2014 | $26,636,000 | -29.7% | 309,469 | -28.5% | 0.01% | -25.0% |
| Q2 2014 | $37,885,000 | +70.8% | 432,823 | +62.5% | 0.01% | +50.0% |
| Q1 2014 | $22,176,000 | +66.5% | 266,322 | +62.8% | 0.01% | +60.0% |
| Q4 2013 | $13,320,000 | -67.1% | 163,588 | -70.1% | 0.01% | -68.8% |
| Q3 2013 | $40,496,000 | +79.8% | 547,381 | +62.9% | 0.02% | +77.8% |
| Q2 2013 | $22,526,000 | – | 335,955 | – | 0.01% | – |
Download | ||||||
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% |