CSat Investment Advisory, L.P. - ISHARES TR ownership

ISHARES TR's ticker is IYM and the CUSIP is 464287838. A total of 122 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
CSat Investment Advisory, L.P. ownership history of ISHARES TR
ValueSharesWeighting
Q2 2020$116,000
-35.9%
1,302
-50.1%
0.01%
-63.2%
Q1 2020$181,000
-26.4%
2,607
+4.0%
0.04%
-41.5%
Q4 2019$246,000
+7.9%
2,507
+1.5%
0.06%
-9.7%
Q3 2019$228,000
+7.5%
2,471
+10.9%
0.07%
-4.0%
Q2 2019$212,000
+38.6%
2,228
+33.3%
0.08%
-2.6%
Q1 2019$153,000
-19.5%
1,671
-26.2%
0.08%
-31.9%
Q4 2018$190,000
+211.5%
2,265
+268.3%
0.11%
+222.9%
Q3 2018$61,000
-54.1%
615
-54.3%
0.04%
-50.7%
Q2 2018$133,0001,3450.07%
Other shareholders
ISHARES TR shareholders Q3 2019
NameSharesValueWeighting ↓
Johnson Midwest Financial, LLC 120,789$13,699,00013.05%
PIERSHALE FINANCIAL GROUP, INC. 187,139$21,223,00010.19%
Barber Financial Group, Inc. 365,017$41,397,0007.56%
Ascension Capital Advisors, Inc. 57,357$6,505,0004.54%
Ascension Asset Management LLC 57,357$6,505,0004.54%
EWG Elevate Inc. 57,269$6,495,0002.99%
Royal Fund Management, LLC 97,231$11,027,0002.34%
Pinkerton Retirement Specialists, LLC 82,836$9,394,0002.26%
Mattern Wealth Management LLC 47,266$5,360,0002.03%
Brookstone Capital Management 365,884$41,495,0001.65%
View complete list of ISHARES TR shareholders