Tradewinds Capital Management, LLC - 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
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 Q1 2022
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