ISHARES TR's ticker is IYM and the CUSIP is 464287838. A total of 110 filers reported holding ISHARES TR in Q4 2014. The put-call ratio across all filers is 102.80 and the average weighting 0.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $4,402,373 | -48.8% | 34,848 | -46.1% | 0.00% | -66.7% |
Q2 2023 | $8,606,114 | +11.0% | 64,682 | +10.6% | 0.00% | 0.0% |
Q1 2023 | $7,753,524 | +16.2% | 58,497 | +10.2% | 0.00% | +50.0% |
Q4 2022 | $6,672,000 | -33.4% | 53,079 | -42.4% | 0.00% | -50.0% |
Q3 2022 | $10,012,000 | -9.3% | 92,198 | -1.7% | 0.00% | 0.0% |
Q2 2022 | $11,042,000 | +54.1% | 93,794 | +95.8% | 0.00% | +100.0% |
Q1 2022 | $7,164,000 | +116.8% | 47,903 | +102.9% | 0.00% | +100.0% |
Q4 2021 | $3,304,000 | -15.6% | 23,611 | -25.9% | 0.00% | 0.0% |
Q3 2021 | $3,916,000 | +9.1% | 31,878 | +15.2% | 0.00% | 0.0% |
Q2 2021 | $3,588,000 | -6.8% | 27,679 | -9.9% | 0.00% | 0.0% |
Q1 2021 | $3,850,000 | -2.8% | 30,728 | -12.0% | 0.00% | 0.0% |
Q4 2020 | $3,962,000 | +254.4% | 34,935 | +208.7% | 0.00% | – |
Q3 2020 | $1,118,000 | +37.5% | 11,315 | +24.2% | 0.00% | – |
Q2 2020 | $813,000 | +56.9% | 9,109 | +21.7% | 0.00% | – |
Q1 2020 | $518,000 | -41.3% | 7,485 | -16.9% | 0.00% | – |
Q4 2019 | $882,000 | +5.0% | 9,007 | -1.1% | 0.00% | – |
Q3 2019 | $840,000 | -11.6% | 9,105 | -8.9% | 0.00% | – |
Q2 2019 | $950,000 | -20.2% | 9,999 | -23.2% | 0.00% | -100.0% |
Q1 2019 | $1,190,000 | -9.3% | 13,025 | -16.7% | 0.00% | 0.0% |
Q4 2018 | $1,312,000 | -57.7% | 15,629 | -50.4% | 0.00% | 0.0% |
Q3 2018 | $3,103,000 | -8.4% | 31,532 | -7.8% | 0.00% | 0.0% |
Q2 2018 | $3,387,000 | -9.1% | 34,211 | -11.8% | 0.00% | -50.0% |
Q1 2018 | $3,725,000 | +16.9% | 38,774 | +24.4% | 0.00% | +100.0% |
Q4 2017 | $3,186,000 | +9.0% | 31,174 | +2.2% | 0.00% | 0.0% |
Q3 2017 | $2,922,000 | +75.5% | 30,508 | +63.7% | 0.00% | 0.0% |
Q2 2017 | $1,665,000 | +2.3% | 18,638 | +2.1% | 0.00% | 0.0% |
Q1 2017 | $1,627,000 | +4.0% | 18,248 | -3.0% | 0.00% | 0.0% |
Q4 2016 | $1,565,000 | -8.7% | 18,819 | -13.3% | 0.00% | 0.0% |
Q3 2016 | $1,714,000 | -6.2% | 21,696 | -9.9% | 0.00% | 0.0% |
Q2 2016 | $1,828,000 | +107.5% | 24,068 | +100.2% | 0.00% | 0.0% |
Q1 2016 | $881,000 | -2.4% | 12,020 | -6.2% | 0.00% | 0.0% |
Q4 2015 | $903,000 | +5.9% | 12,809 | -2.8% | 0.00% | 0.0% |
Q3 2015 | $853,000 | -61.5% | 13,174 | -52.1% | 0.00% | 0.0% |
Q2 2015 | $2,218,000 | -7.7% | 27,524 | -6.2% | 0.00% | 0.0% |
Q1 2015 | $2,404,000 | -1.3% | 29,349 | -0.6% | 0.00% | 0.0% |
Q4 2014 | $2,435,000 | -20.8% | 29,528 | -17.3% | 0.00% | -50.0% |
Q3 2014 | $3,073,000 | -5.2% | 35,703 | -3.6% | 0.00% | 0.0% |
Q2 2014 | $3,243,000 | -12.5% | 37,048 | -16.8% | 0.00% | 0.0% |
Q1 2014 | $3,706,000 | +24.4% | 44,509 | +21.7% | 0.00% | 0.0% |
Q4 2013 | $2,979,000 | +89.6% | 36,585 | +72.3% | 0.00% | +100.0% |
Q3 2013 | $1,571,000 | +14.0% | 21,239 | +3.3% | 0.00% | 0.0% |
Q2 2013 | $1,378,000 | – | 20,555 | – | 0.00% | – |
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% |