J.W. COLE ADVISORS, INC. - 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
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 Q3 2021
NameSharesValueWeighting ↓
Kalos Management, Inc. 7,594$876,0002.16%
SPC Financial, Inc. 149,043$16,121,0002.01%
Capital CS Group, LLC 13,366$1,446,0001.55%
First Citizens Financial Corp 13,458$1,456,0001.43%
Vahanian & Associates Financial Planning Inc. 3,529$382,0001.32%
Navis Wealth Advisors, LLC 7,610$823,0001.27%
Cadent Capital Advisors, LLC 20,813$2,251,0001.26%
Kesler, Norman & Wride, LLC 28,887$3,124,0000.87%
Royal Fund Management, LLC 43,142$4,666,0000.85%
MinichMacGregor Wealth Management, LLC 15,848$1,714,0000.68%
View complete list of ISHARES TR shareholders