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 | $465,742 | -19.9% | 3,687 | -15.6% | 0.00% | – |
| Q2 2023 | $581,562 | -21.2% | 4,371 | -21.5% | 0.00% | -100.0% |
| Q1 2023 | $738,325 | -2.7% | 5,571 | -8.4% | 0.00% | 0.0% |
| Q4 2022 | $758,601 | -28.2% | 6,080 | -37.8% | 0.00% | 0.0% |
| Q3 2022 | $1,056,000 | +21.7% | 9,770 | +32.5% | 0.00% | 0.0% |
| Q2 2022 | $868,000 | -29.5% | 7,373 | -10.5% | 0.00% | 0.0% |
| Q1 2022 | $1,231,000 | -97.8% | 8,234 | -97.9% | 0.00% | -96.7% |
| Q4 2021 | $56,127,000 | +147602.6% | 400,307 | +130293.2% | 0.03% | – |
| Q3 2021 | $38,000 | -88.9% | 307 | -88.3% | 0.00% | – |
| Q2 2021 | $343,000 | -98.6% | 2,632 | -98.7% | 0.00% | -100.0% |
| Q1 2021 | $25,185,000 | +32607.8% | 200,562 | +29394.4% | 0.02% | – |
| Q4 2020 | $77,000 | +16.7% | 680 | +1.6% | 0.00% | – |
| Q3 2020 | $66,000 | +73.7% | 669 | +56.3% | 0.00% | – |
| Q2 2020 | $38,000 | +26.7% | 428 | +0.2% | 0.00% | – |
| Q1 2020 | $30,000 | -18.9% | 427 | +13.6% | 0.00% | – |
| Q4 2019 | $37,000 | -11.9% | 376 | -16.6% | 0.00% | – |
| Q3 2019 | $42,000 | -8.7% | 451 | -7.8% | 0.00% | – |
| Q2 2019 | $46,000 | +17.9% | 489 | +13.7% | 0.00% | – |
| Q1 2019 | $39,000 | -62.9% | 430 | -65.8% | 0.00% | – |
| Q4 2018 | $105,000 | +150.0% | 1,256 | +194.1% | 0.00% | – |
| Q3 2018 | $42,000 | 0.0% | 427 | +0.2% | 0.00% | – |
| Q2 2018 | $42,000 | -99.6% | 426 | -99.6% | 0.00% | -100.0% |
| Q1 2018 | $9,830,000 | +4047.7% | 102,358 | +4315.8% | 0.01% | – |
| Q4 2017 | $237,000 | +6.8% | 2,318 | +0.0% | 0.00% | – |
| Q3 2017 | $222,000 | -64.8% | 2,317 | -67.2% | 0.00% | -100.0% |
| Q2 2017 | $631,000 | +669.5% | 7,065 | +670.4% | 0.00% | – |
| Q1 2017 | $82,000 | +20.6% | 917 | +12.2% | 0.00% | – |
| Q4 2016 | $68,000 | +106.1% | 817 | +94.1% | 0.00% | – |
| Q3 2016 | $33,000 | +3.1% | 421 | 0.0% | 0.00% | – |
| Q2 2016 | $32,000 | -99.1% | 421 | -99.2% | 0.00% | -100.0% |
| Q1 2016 | $3,702,000 | +1.5% | 50,519 | -2.3% | 0.00% | 0.0% |
| Q4 2015 | $3,647,000 | +11.5% | 51,711 | +2.4% | 0.00% | +33.3% |
| Q3 2015 | $3,270,000 | -20.8% | 50,517 | -1.4% | 0.00% | -25.0% |
| Q2 2015 | $4,129,000 | -2.2% | 51,241 | -0.7% | 0.00% | 0.0% |
| Q1 2015 | $4,224,000 | -0.3% | 51,587 | +0.5% | 0.00% | 0.0% |
| Q4 2014 | $4,235,000 | -51.7% | 51,353 | -49.5% | 0.00% | -50.0% |
| Q3 2014 | $8,761,000 | +93.3% | 101,784 | +96.5% | 0.01% | +100.0% |
| Q2 2014 | $4,532,000 | -46.3% | 51,791 | -48.9% | 0.00% | -55.6% |
| Q1 2014 | $8,446,000 | -48.5% | 101,430 | -49.6% | 0.01% | -40.0% |
| Q4 2013 | $16,402,000 | +9.7% | 201,429 | -0.3% | 0.02% | +7.1% |
| Q3 2013 | $14,948,000 | +10.6% | 202,056 | +0.3% | 0.01% | +7.7% |
| Q2 2013 | $13,510,000 | – | 201,496 | – | 0.01% | – |
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% |