Sunbelt Securities, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IYM and the CUSIP is 464287838. A total of 204 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.58 and the average weighting 0.1%.

Quarter-by-quarter ownership
Sunbelt Securities, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$326,824
+6.7%
2,587
+12.4%
0.04%
+2.3%
Q2 2023$306,317
+5.5%
2,302
+3.6%
0.04%
-6.4%
Q1 2023$290,483
+27.1%
2,222
+21.3%
0.05%
+4.4%
Q4 2022$228,5911,8320.04%
Other shareholders
ISHARES TR shareholders Q1 2023
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