ProVise Management Group, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYM and the CUSIP is 464287838. A total of 190 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.30 and the average weighting 0.1%.

Quarter-by-quarter ownership
ProVise Management Group, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2022$495,000
-25.5%
4,208
-5.3%
0.05%
-15.9%
Q1 2022$664,000
+7.6%
4,442
+0.9%
0.06%
+12.5%
Q4 2021$617,000
+12.2%
4,402
-0.3%
0.06%
+3.7%
Q3 2021$550,000
-2.7%
4,414
+1.8%
0.05%
-6.9%
Q2 2021$565,000
+27.0%
4,337
-3.8%
0.06%
-3.3%
Q3 2020$445,0004,5070.06%
Other shareholders
ISHARES TR shareholders Q3 2022
NameSharesValueWeighting ↓
PIERSHALE FINANCIAL GROUP, INC. 162,743$13,534,0008.30%
Quantitative Advantage, LLC 117,255$9,751,0002.98%
Pinnacle Family Advisors, LLC 48,115$4,001,0002.45%
ADVANTAGE INVESTMENT MANAGEMENT, LLC 58,579$4,871,0001.80%
NAVELLIER & ASSOCIATES INC 49,212$4,092,0000.68%
Cranbrook Wealth Management, LLC 13,707$1,140,0000.56%
NWAM LLC 17,293$1,438,0000.48%
Madden Advisory Services, Inc. 7,710$641,0000.43%
COMMERCE BANK 316,050$26,283,0000.39%
ROBERTS GLORE & CO INC /IL/ 6,414$533,0000.37%
View complete list of ISHARES TR shareholders