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 | $7,480,417 | +39.8% | 59,218 | +47.3% | 0.00% | +100.0% |
| Q2 2023 | $5,350,074 | -37.9% | 40,211 | -38.1% | 0.00% | -50.0% |
| Q1 2023 | $8,610,606 | -39.0% | 64,971 | -42.6% | 0.00% | -33.3% |
| Q4 2022 | $14,113,608 | +11.2% | 113,117 | -3.6% | 0.00% | 0.0% |
| Q3 2022 | $12,688,000 | +49.5% | 117,308 | +62.7% | 0.00% | +50.0% |
| Q2 2022 | $8,489,000 | -61.7% | 72,111 | -51.3% | 0.00% | -60.0% |
| Q1 2022 | $22,149,000 | +45.6% | 148,098 | +36.5% | 0.01% | +66.7% |
| Q4 2021 | $15,215,000 | +47.9% | 108,517 | +31.4% | 0.00% | +50.0% |
| Q3 2021 | $10,286,000 | -38.0% | 82,582 | -35.1% | 0.00% | -50.0% |
| Q2 2021 | $16,592,000 | -21.5% | 127,281 | -24.4% | 0.00% | -20.0% |
| Q1 2021 | $21,136,000 | -15.0% | 168,318 | -23.2% | 0.01% | -16.7% |
| Q4 2020 | $24,866,000 | +104.3% | 219,261 | +77.9% | 0.01% | +100.0% |
| Q3 2020 | $12,171,000 | +86.2% | 123,254 | +68.3% | 0.00% | +50.0% |
| Q2 2020 | $6,535,000 | +79.3% | 73,230 | +39.2% | 0.00% | +100.0% |
| Q1 2020 | $3,644,000 | -49.5% | 52,606 | -28.6% | 0.00% | -50.0% |
| Q4 2019 | $7,219,000 | +5.2% | 73,707 | -0.9% | 0.00% | 0.0% |
| Q3 2019 | $6,862,000 | -2.4% | 74,364 | +0.5% | 0.00% | 0.0% |
| Q2 2019 | $7,031,000 | +23.8% | 73,999 | +19.1% | 0.00% | 0.0% |
| Q1 2019 | $5,679,000 | +48.7% | 62,120 | +36.6% | 0.00% | +100.0% |
| Q4 2018 | $3,818,000 | -5.7% | 45,477 | +10.5% | 0.00% | 0.0% |
| Q3 2018 | $4,050,000 | -56.8% | 41,148 | -56.6% | 0.00% | -66.7% |
| Q2 2018 | $9,385,000 | +123.0% | 94,789 | +116.4% | 0.00% | +200.0% |
| Q1 2018 | $4,209,000 | -34.9% | 43,809 | -30.8% | 0.00% | -50.0% |
| Q4 2017 | $6,466,000 | +41.3% | 63,267 | +32.4% | 0.00% | +100.0% |
| Q3 2017 | $4,577,000 | -66.4% | 47,779 | -68.7% | 0.00% | -75.0% |
| Q2 2017 | $13,618,000 | +19.2% | 152,409 | +18.9% | 0.00% | +33.3% |
| Q1 2017 | $11,428,000 | +5.8% | 128,204 | -1.3% | 0.00% | 0.0% |
| Q4 2016 | $10,797,000 | -22.5% | 129,830 | -26.4% | 0.00% | -25.0% |
| Q3 2016 | $13,934,000 | -22.6% | 176,428 | -25.5% | 0.00% | -33.3% |
| Q2 2016 | $17,995,000 | -11.5% | 236,969 | -14.6% | 0.01% | -14.3% |
| Q1 2016 | $20,341,000 | +2.6% | 277,615 | -1.2% | 0.01% | +16.7% |
| Q4 2015 | $19,819,000 | +32.4% | 280,998 | +21.6% | 0.01% | +20.0% |
| Q3 2015 | $14,964,000 | -18.7% | 231,138 | +1.2% | 0.01% | -16.7% |
| Q2 2015 | $18,405,000 | -1.2% | 228,407 | +0.5% | 0.01% | 0.0% |
| Q1 2015 | $18,622,000 | +25.6% | 227,372 | +26.5% | 0.01% | +20.0% |
| Q4 2014 | $14,823,000 | +33.5% | 179,743 | +39.3% | 0.01% | +25.0% |
| Q3 2014 | $11,103,000 | -83.7% | 129,004 | -83.4% | 0.00% | -81.0% |
| Q2 2014 | $67,916,000 | +322.1% | 775,917 | +301.6% | 0.02% | +320.0% |
| Q1 2014 | $16,090,000 | -1.3% | 193,228 | -3.4% | 0.01% | 0.0% |
| Q4 2013 | $16,295,000 | +56.3% | 200,113 | +42.0% | 0.01% | +25.0% |
| Q3 2013 | $10,428,000 | +63.3% | 140,954 | +48.0% | 0.00% | +100.0% |
| Q2 2013 | $6,386,000 | -3.5% | 95,245 | -0.3% | 0.00% | -33.3% |
| Q4 2012 | $6,618,000 | -1.7% | 95,490 | -4.0% | 0.00% | 0.0% |
| Q3 2012 | $6,732,000 | +3.5% | 99,426 | -1.1% | 0.00% | 0.0% |
| Q2 2012 | $6,506,000 | +59.9% | 100,520 | +73.8% | 0.00% | +50.0% |
| Q1 2012 | $4,070,000 | – | 57,842 | – | 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% |