OPTIMUM INVESTMENT ADVISORS - ISHARES TR ownership

ISHARES TR's ticker is IYM and the CUSIP is 464287838. A total of 179 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 1.93 and the average weighting 0.2%.

Quarter-by-quarter ownership
OPTIMUM INVESTMENT ADVISORS ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$40,422
-5.1%
3200.0%0.02%0.0%
Q2 2023$42,576
+0.4%
3200.0%0.02%
-4.5%
Q1 2023$42,410
+6.2%
3200.0%0.02%0.0%
Q4 2022$39,926
+14.1%
3200.0%0.02%
+15.8%
Q3 2022$35,000
-7.9%
3200.0%0.02%0.0%
Q2 2022$38,000
-20.8%
3200.0%0.02%
-5.0%
Q1 2022$48,000
+6.7%
3200.0%0.02%
+11.1%
Q4 2021$45,000
+12.5%
3200.0%0.02%
+5.9%
Q3 2021$40,000
-4.8%
3200.0%0.02%
+30.8%
Q2 2021$42,000
+5.0%
3200.0%0.01%
+8.3%
Q1 2021$40,000
+11.1%
3200.0%0.01%
+9.1%
Q4 2020$36,000
+12.5%
3200.0%0.01%0.0%
Q3 2020$32,000
+10.3%
3200.0%0.01%
+10.0%
Q2 2020$29,000
+31.8%
3200.0%0.01%
+11.1%
Q1 2020$22,000
-29.0%
3200.0%0.01%0.0%
Q4 2019$31,000
+3.3%
3200.0%0.01%0.0%
Q3 2019$30,0000.0%3200.0%0.01%
-10.0%
Q2 2019$30,000
+3.4%
3200.0%0.01%0.0%
Q1 2019$29,000
+7.4%
3200.0%0.01%
+11.1%
Q4 2018$27,000
-12.9%
3200.0%0.01%0.0%
Q3 2018$31,000
-3.1%
3200.0%0.01%0.0%
Q2 2018$32,000
+3.2%
3200.0%0.01%0.0%
Q1 2018$31,000
+14.8%
320
-2.1%
0.01%0.0%
Q1 2015$27,0000.0%3270.0%0.01%0.0%
Q4 2014$27,000
-3.6%
3270.0%0.01%0.0%
Q3 2014$28,000
-3.4%
3270.0%0.01%0.0%
Q2 2014$29,0003270.01%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
CEDAR CAPITAL, LLC 17,555$1,605,0000.71%
COMMERCE BANK 500,746$45,778,0000.54%
Osborn Williams & Donohoe LLC 51,564$4,878,0000.50%
Conservest Capital Advisors, Inc. 35,097$3,209,0000.48%
CHARTIST INC /CA/ 5,776$528,015,0000.44%
Pathway Financial Advisors LLC 14,351$1,312,0000.41%
Madden Advisory Services, Inc. 7,630$697,0000.37%
Cresset Asset Management, LLC 99,918$9,135,0000.35%
ROBERTS GLORE & CO INC /IL/ 5,809$531,0000.33%
Cranbrook Wealth Management, LLC 11,341$1,037,0000.32%
View complete list of ISHARES TR shareholders