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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $291,712 | -67.9% | 2,338 | -72.2% | 0.00% | -100.0% |
| Q3 2022 | $910,000 | +94.0% | 8,413 | +111.2% | 0.00% | – |
| Q2 2022 | $469,000 | -2.5% | 3,984 | +16.2% | 0.00% | – |
| Q4 2021 | $481,000 | +41.1% | 3,430 | +31.3% | 0.00% | – |
| Q2 2021 | $341,000 | -46.2% | 2,612 | -48.2% | 0.00% | – |
| Q1 2021 | $634,000 | -24.0% | 5,046 | -31.4% | 0.00% | – |
| Q4 2020 | $834,000 | -8.7% | 7,358 | -20.4% | 0.00% | -100.0% |
| Q3 2020 | $913,000 | +126.6% | 9,248 | +104.6% | 0.00% | – |
| Q2 2020 | $403,000 | +47.6% | 4,520 | +14.7% | 0.00% | – |
| Q1 2020 | $273,000 | -94.5% | 3,941 | -92.2% | 0.00% | -100.0% |
| Q4 2019 | $4,947,000 | +49.1% | 50,512 | +40.4% | 0.00% | +33.3% |
| Q3 2019 | $3,319,000 | +143.5% | 35,968 | +150.7% | 0.00% | +200.0% |
| Q2 2019 | $1,363,000 | -49.3% | 14,348 | -51.2% | 0.00% | -50.0% |
| Q1 2019 | $2,686,000 | -18.3% | 29,381 | -24.9% | 0.00% | -33.3% |
| Q4 2018 | $3,286,000 | -59.4% | 39,135 | -52.4% | 0.00% | -57.1% |
| Q3 2018 | $8,098,000 | +318.5% | 82,277 | +321.0% | 0.01% | +250.0% |
| Q2 2018 | $1,935,000 | -67.4% | 19,541 | -68.3% | 0.00% | -66.7% |
| Q1 2018 | $5,930,000 | +213.1% | 61,722 | +233.0% | 0.01% | +200.0% |
| Q4 2017 | $1,894,000 | -56.8% | 18,534 | -59.5% | 0.00% | -50.0% |
| Q3 2017 | $4,380,000 | +37.1% | 45,729 | +27.9% | 0.00% | +33.3% |
| Q2 2017 | $3,195,000 | +18.4% | 35,755 | +10.2% | 0.00% | 0.0% |
| Q4 2016 | $2,698,000 | -25.3% | 32,441 | -29.0% | 0.00% | 0.0% |
| Q3 2016 | $3,611,000 | -22.3% | 45,716 | -25.3% | 0.00% | -40.0% |
| Q2 2016 | $4,646,000 | +402.3% | 61,183 | +384.7% | 0.01% | +400.0% |
| Q1 2016 | $925,000 | -66.7% | 12,622 | -67.9% | 0.00% | -66.7% |
| Q4 2015 | $2,776,000 | +792.6% | 39,364 | +719.7% | 0.00% | – |
| Q3 2015 | $311,000 | -92.3% | 4,802 | -90.4% | 0.00% | -100.0% |
| Q2 2015 | $4,034,000 | +238.7% | 50,059 | +244.1% | 0.00% | +300.0% |
| Q1 2015 | $1,191,000 | -70.7% | 14,548 | -70.5% | 0.00% | -75.0% |
| Q4 2014 | $4,071,000 | -6.3% | 49,365 | -0.6% | 0.00% | 0.0% |
| Q2 2014 | $4,346,000 | +190.1% | 49,652 | +176.0% | 0.00% | +300.0% |
| Q1 2014 | $1,498,000 | -68.8% | 17,992 | -69.5% | 0.00% | -75.0% |
| Q4 2013 | $4,805,000 | +422.3% | 59,004 | +329.8% | 0.00% | +300.0% |
| Q2 2013 | $920,000 | -22.9% | 13,728 | -19.1% | 0.00% | 0.0% |
| Q1 2013 | $1,193,000 | – | 16,979 | – | 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% |