AVANTAX ADVISORY SERVICES, INC. - ISHARES TR ownership

ISHARES TR's ticker is IYM and the CUSIP is 464287838. A total of 194 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.47 and the average weighting 0.1%.

Quarter-by-quarter ownership
AVANTAX ADVISORY SERVICES, INC. ownership history of ISHARES TR
ValueSharesWeighting
Q2 2022$274,000
-25.1%
2,328
-4.6%
0.00%
-20.0%
Q1 2022$366,000
+7.3%
2,440
+0.3%
0.01%0.0%
Q4 2021$341,000
+12.5%
2,433
-0.2%
0.01%0.0%
Q3 2021$303,000
-1.6%
2,438
+3.1%
0.01%
-16.7%
Q2 2021$308,000
+3.7%
2,365
+0.3%
0.01%0.0%
Q1 2021$297,000
+11.7%
2,359
+0.3%
0.01%0.0%
Q4 2020$266,000
-22.7%
2,353
-32.5%
0.01%0.0%
Q3 2020$344,000
+57.8%
3,485
+43.1%
0.01%0.0%
Q2 2020$218,000
-8.0%
2,435
+0.7%
0.01%
+20.0%
Q4 2019$237,0002,4190.01%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Lionsbridge Wealth Management LLC 11,202$1,570,0001.69%
MinichMacGregor Wealth Management, LLC 31,872$4,468,0001.36%
First Citizens Financial Corp 12,280$1,722,0001.26%
EWG Elevate Inc. 13,359$1,873,0000.92%
Navis Wealth Advisors, LLC 7,538$1,057,0000.89%
Consilium Wealth Advisory, LLC 7,743$1,086,0000.70%
Pathway Financial Advisors LLC 12,560$1,646,0000.59%
UNIONVIEW, LLC 4,036$566,0000.53%
Vahanian & Associates Financial Planning Inc. 4,656$653,0000.53%
SOUTHERN CAPITAL ADVISORS, LLC 5,164$724,0000.45%
View complete list of ISHARES TR shareholders