Tradewinds Capital Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYM and the CUSIP is 464287838. A total of 126 filers reported holding ISHARES TR in Q4 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 Q4 2018
NameSharesValueWeighting ↓
Pinnacle Family Advisors, LLC 114,550$11,707,0005.40%
Chessman Wealth Strategies RIA 23,801$2,432,0002.43%
BREITER CAPITAL MANAGEMENT INC 14,287$1,460,0002.10%
Kalos Management, Inc. 28,658$2,928,0001.38%
Copperwynd Financial, LLC 18,162$1,856,0001.36%
NATIONAL PLANNING CORP 89$9,096,0001.25%
Barber Financial Group, Inc. 40,116$4,100,0001.04%
Strategic Wealth Partners, Ltd. 17,971$1,762,0000.98%
Conservest Capital Advisors, Inc. 45,727$4,673,0000.93%
COMMERCE BANK 629,507$64,336,0000.84%
View complete list of ISHARES TR shareholders