Dakota Wealth Management - ISHARES TR ownership

ISHARES TR's ticker is IYM and the CUSIP is 464287838. A total of 196 filers reported holding ISHARES TR in Q1 2024. The put-call ratio across all filers is 0.37 and the average weighting 0.1%.

Quarter-by-quarter ownership
Dakota Wealth Management ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$490,035
-5.2%
3,5000.0%0.01%
-7.7%
Q1 2024$517,0553,5000.01%
Other shareholders
ISHARES TR shareholders Q1 2024
NameSharesValueWeighting ↓
Milestone Advisory Partners 24,937$3,150,0422.62%
Navis Wealth Advisors, LLC 7,758$980,0361.42%
PGIM Custom Harvest LLC 286,918$36,243,5151.34%
First Citizens Financial Corp 14,018$1,770,7541.25%
TCWP LLC 12,339$1,558,6621.19%
COTTONWOOD CAPITAL ADVISORS, LLC 5,173$653,4800.61%
Pathway Financial Advisors LLC 13,010$1,643,4230.56%
First Heartland Consultants, Inc. 35,166$4,4420.56%
UNIONVIEW, LLC 4,115$519,7670.49%
HFG Advisors, Inc. 3,299$416,7300.46%
View complete list of ISHARES TR shareholders