ISHARES TR's ticker is IYM and the CUSIP is 464287838. A total of 127 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is 35.71 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 ↓ |
|---|---|---|---|
| Kalos Management, Inc. | 6,604 | $823,981 | 1.86% |
| PGIM Custom Harvest LLC | 276,580 | $34,508,889 | 1.56% |
| First Citizens Financial Corp | 13,463 | $1,680 | 1.45% |
| SPC Financial, Inc. | 98,060 | $12,235,005 | 1.45% |
| Navis Wealth Advisors, LLC | 7,701 | $960,792 | 1.36% |
| Pinnacle Family Advisors, LLC | 14,026 | $1,750,024 | 1.25% |
| Vahanian & Associates Financial Planning Inc. | 2,736 | $341,371 | 1.12% |
| Stonebridge Financial Planning Group, LLC | 7,722 | $963,474 | 0.64% |
| Royal Fund Management, LLC | 31,288 | $3,903,767 | 0.62% |
| UNIONVIEW, LLC | 4,083 | $509,441 | 0.51% |