SIGNATUREFD, LLC - 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
SIGNATUREFD, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$884
-82.3%
7
-82.9%
0.00%
Q2 2022$5,000
-16.7%
41
+2.5%
0.00%
Q1 2022$6,0000.0%400.0%0.00%
Q4 2021$6,000
-94.3%
40
-95.1%
0.00%
-100.0%
Q2 2021$106,000
+3.9%
8100.0%0.00%
-20.0%
Q1 2021$102,000
+10.9%
8100.0%0.01%
+25.0%
Q4 2020$92,000
+15.0%
8100.0%0.00%0.0%
Q3 2020$80,000
+11.1%
8100.0%0.00%0.0%
Q2 2020$72,000
+94.6%
810
+51.4%
0.00%
+33.3%
Q1 2020$37,000
-28.8%
5350.0%0.00%
-25.0%
Q4 2019$52,000
+6.1%
5350.0%0.00%0.0%
Q3 2019$49,000
-3.9%
5350.0%0.00%0.0%
Q2 2019$51,000
+4.1%
5350.0%0.00%0.0%
Q1 2019$49,000
+8.9%
5350.0%0.00%0.0%
Q4 2018$45,000
+800.0%
535
+698.5%
0.00%
+300.0%
Q1 2015$5,000
-16.7%
670.0%0.00%0.0%
Q4 2014$6,0000.0%670.0%0.00%
-50.0%
Q3 2014$6,0000.0%670.0%0.00%0.0%
Q2 2014$6,000670.00%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
Commonwealth Financial Services, LLC 70,535$5,571,0005.24%
ADVANTAGE INVESTMENT MANAGEMENT, LLC 76,915$6,075,0002.22%
Quantitative Advantage, LLC 78,876$6,230,0001.89%
First Heartland Consultants, Inc. 28,681$2,265,0000.66%
Cranbrook Wealth Management, LLC 13,814$1,091,0000.55%
Kalos Management, Inc. 6,952$549,0000.47%
First Allied Advisory Services, Inc. 94,108$7,433,0000.40%
COMMERCE BANK 308,605$24,373,0000.38%
Madden Advisory Services, Inc. 7,710$608,0000.37%
ROBERTS GLORE & CO INC /IL/ 6,414$507,0000.36%
View complete list of ISHARES TR shareholders