Family Firm, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IYM and the CUSIP is 464287838. A total of 194 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.47 and the average weighting 0.1%.

Quarter-by-quarter ownership
Family Firm, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$418,436
-5.1%
3,3130.0%0.12%
+0.9%
Q2 2023$440,729
+0.8%
3,313
+0.4%
0.12%
-4.1%
Q1 2023$437,246
+6.6%
3,299
+0.3%
0.12%
+0.8%
Q4 2022$410,220
+16.5%
3,288
+1.1%
0.12%
+6.2%
Q3 2022$352,000
+10.3%
3,253
+20.1%
0.11%
+20.2%
Q2 2022$319,000
-20.6%
2,709
+0.7%
0.09%
-10.5%
Q1 2022$402,000
+6.9%
2,690
+0.3%
0.10%
+8.2%
Q4 2021$376,000
+4.4%
2,683
+0.6%
0.10%
+2.1%
Q3 2021$360,000
+4.0%
2,668
+0.4%
0.10%
+1.1%
Q2 2021$346,000
-6.7%
2,657
-10.0%
0.09%
-12.1%
Q1 2021$371,000
+5.4%
2,9510.0%0.11%
+1.9%
Q4 2020$352,000
+21.4%
2,951
+0.4%
0.10%
+1.0%
Q3 2020$290,000
+3.9%
2,940
-6.0%
0.10%0.0%
Q2 2020$279,000
+30.4%
3,126
+1.0%
0.10%
+14.3%
Q1 2020$214,000
-29.4%
3,0960.0%0.09%
-11.7%
Q4 2019$303,0003,0960.10%
Other shareholders
ISHARES TR shareholders Q1 2022
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