J.W. COLE ADVISORS, INC. - ISHARES TR ownership

ISHARES TR's ticker is IYM and the CUSIP is 464287838. A total of 152 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 1.18 and the average weighting 0.1%.

Quarter-by-quarter ownership
J.W. COLE ADVISORS, INC. ownership history of ISHARES TR
ValueSharesWeighting
Q1 2023$393,804
+32.1%
2,971
+30.0%
0.03%
+21.7%
Q2 2021$298,000
+20.6%
2,285
+5.0%
0.02%
-11.5%
Q4 2020$247,0002,1770.03%
Other shareholders
ISHARES TR shareholders Q1 2021
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