Tradewinds Capital Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYM and the CUSIP is 464287838. A total of 139 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Tradewinds Capital Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$10,000
+11.1%
670.0%0.00%
+100.0%
Q4 2021$9,000
+12.5%
670.0%0.00%0.0%
Q3 2021$8,000
-11.1%
670.0%0.00%
-50.0%
Q2 2021$9,000
+12.5%
670.0%0.00%0.0%
Q1 2021$8,0000.0%670.0%0.00%0.0%
Q4 2020$8,000
+14.3%
670.0%0.00%0.0%
Q3 2020$7,000
+16.7%
670.0%0.00%0.0%
Q2 2020$6,000
+20.0%
670.0%0.00%0.0%
Q1 2020$5,000
-28.6%
670.0%0.00%0.0%
Q4 2019$7,000
+16.7%
670.0%0.00%0.0%
Q3 2019$6,0000.0%670.0%0.00%0.0%
Q2 2019$6,0000.0%670.0%0.00%0.0%
Q1 2019$6,0000.0%670.0%0.00%
-33.3%
Q4 2018$6,000
-14.3%
670.0%0.00%0.0%
Q3 2018$7,0000.0%670.0%0.00%0.0%
Q2 2018$7,000
+16.7%
670.0%0.00%0.0%
Q1 2018$6,000
-14.3%
670.0%0.00%0.0%
Q4 2017$7,000
+16.7%
670.0%0.00%0.0%
Q3 2017$6,0000.0%670.0%0.00%0.0%
Q2 2017$6,0000.0%670.0%0.00%
-25.0%
Q1 2017$6,0000.0%670.0%0.00%0.0%
Q4 2016$6,000
+20.0%
670.0%0.00%0.0%
Q3 2016$5,0000.0%670.0%0.00%0.0%
Q2 2016$5,0000.0%670.0%0.00%
+33.3%
Q1 2016$5,0000.0%670.0%0.00%
-25.0%
Q4 2015$5,000
+25.0%
670.0%0.00%
+33.3%
Q3 2015$4,000
-20.0%
670.0%0.00%
-25.0%
Q2 2015$5,0000.0%670.0%0.00%0.0%
Q1 2015$5,000
-16.7%
670.0%0.00%0.0%
Q4 2014$6,0000.0%670.0%0.00%
-20.0%
Q3 2014$6,0000.0%670.0%0.01%0.0%
Q2 2014$6,0000.0%670.0%0.01%0.0%
Q1 2014$6,000
+20.0%
670.0%0.01%
+25.0%
Q4 2013$5,000670.00%
Other shareholders
ISHARES TR shareholders Q3 2018
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