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 | $215,727 | +6.8% | 1,729 | 0.0% | 0.01% | +7.7% |
| Q2 2022 | $202,000 | -22.3% | 1,729 | 0.0% | 0.01% | -7.1% |
| Q1 2022 | $260,000 | +4.8% | 1,729 | -1.1% | 0.01% | -6.7% |
| Q4 2021 | $248,000 | +13.8% | 1,748 | -0.3% | 0.02% | +15.4% |
| Q3 2021 | $218,000 | -5.2% | 1,753 | 0.0% | 0.01% | -13.3% |
| Q2 2021 | $230,000 | +2.7% | 1,753 | -0.5% | 0.02% | -6.2% |
| Q1 2021 | $224,000 | +12.0% | 1,761 | -0.1% | 0.02% | +14.3% |
| Q4 2020 | $200,000 | -47.9% | 1,762 | -54.8% | 0.01% | -46.2% |
| Q4 2019 | $384,000 | +6.4% | 3,900 | -0.3% | 0.03% | 0.0% |
| Q3 2019 | $361,000 | -37.8% | 3,913 | -35.9% | 0.03% | -39.5% |
| Q2 2019 | $580,000 | +3.4% | 6,109 | -0.4% | 0.04% | -8.5% |
| Q1 2019 | $561,000 | +8.7% | 6,134 | -0.3% | 0.05% | -2.1% |
| Q4 2018 | $516,000 | -15.1% | 6,151 | -0.3% | 0.05% | +2.1% |
| Q3 2018 | $608,000 | -1.0% | 6,171 | -0.5% | 0.05% | -6.0% |
| Q2 2018 | $614,000 | -12.3% | 6,199 | -14.8% | 0.05% | -12.3% |
| Q1 2018 | $700,000 | -7.4% | 7,273 | -1.6% | 0.06% | -9.5% |
| Q4 2017 | $756,000 | +6.5% | 7,395 | -0.1% | 0.06% | +3.3% |
| Q3 2017 | $710,000 | +6.8% | 7,405 | -0.6% | 0.06% | +3.4% |
| Q2 2017 | $665,000 | -0.9% | 7,446 | -1.2% | 0.06% | -4.8% |
| Q1 2017 | $671,000 | +15.9% | 7,537 | +8.2% | 0.06% | +17.0% |
| Q4 2016 | $579,000 | +5.3% | 6,965 | -0.2% | 0.05% | +8.2% |
| Q3 2016 | $550,000 | – | 6,978 | – | 0.05% | – |
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% |