ADELL HARRIMAN & CARPENTER INC - ISHARES TR ownership

ISHARES TR's ticker is IYM and the CUSIP is 464287838. A total of 182 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
ADELL HARRIMAN & CARPENTER INC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$362,205
-5.2%
2,5870.0%0.03%
-9.7%
Q1 2024$382,177
+6.9%
2,5870.0%0.03%
-6.1%
Q4 2023$357,419
+9.4%
2,5870.0%0.03%
-2.9%
Q3 2023$326,789
-5.6%
2,5870.0%0.03%
-2.9%
Q2 2023$346,011
-6.1%
2,587
-6.9%
0.04%
-12.5%
Q1 2023$368,300
+6.2%
2,7790.0%0.04%0.0%
Q4 2022$346,735
-99.9%
2,7790.0%0.04%
+8.1%
Q3 2022$300,576,000
-8.1%
2,7790.0%0.04%
-7.5%
Q2 2022$327,171,000
-21.3%
2,7790.0%0.04%0.0%
Q1 2022$415,627,000
+6.7%
2,7790.0%0.04%
+11.1%
Q4 2021$389,643,000
+12.6%
2,7790.0%0.04%0.0%
Q3 2021$346,152,000
-4.4%
2,7790.0%0.04%
-5.3%
Q2 2021$362,270,000
+3.8%
2,7790.0%0.04%
-9.5%
Q1 2021$348,959,000
+10.7%
2,7790.0%0.04%0.0%
Q4 2020$315,166,000
+14.8%
2,7790.0%0.04%
+2.4%
Q3 2020$274,426,000
+10.7%
2,7790.0%0.04%
-2.4%
Q2 2020$247,998,000
+12.3%
2,779
-12.8%
0.04%
-10.6%
Q1 2020$220,833,000
-45.4%
3,188
-22.8%
0.05%
-29.9%
Q4 2019$404,492,000
+2.4%
4,130
-3.5%
0.07%
-6.9%
Q3 2019$395,100,000
+84.0%
4,282
+62.4%
0.07%
+7.5%
Q4 2013$214,731,000
-4.4%
2,637
-13.2%
0.07%
+6.3%
Q3 2013$224,677,000
+10.3%
3,0370.0%0.06%
-13.7%
Q2 2013$203,630,0003,0370.07%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
Cranbrook Wealth Management, LLC 17,368$1,225,0000.69%
Clal Insurance Enterprises Holdings Ltd 344,800$24,322,0000.65%
S. R. Schill & Associates 12,642$892,0000.62%
NWAM LLC 17,797$1,255,0000.51%
United Asset Strategies, Inc. 12,697$896,0000.39%
Madden Advisory Services, Inc. 8,125$573,0000.38%
ROBERTS GLORE & CO INC /IL/ 6,860$484,0000.37%
Virtu Financial LLC 30,426$2,146,0000.30%
CHARTIST INC /CA/ 8,200$578,361,0000.29%
BOSTON RESEARCH & MANAGEMENT INC 6,510$459,0000.28%
View complete list of ISHARES TR shareholders