Anchor Investment Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYM and the CUSIP is 464287838. A total of 123 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is 0.26 and the average weighting 0.1%.

Quarter-by-quarter ownership
Anchor Investment Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2023$44,902
+9.4%
3250.0%0.01%0.0%
Q3 2023$41,054
-5.1%
3250.0%0.01%
-16.7%
Q2 2023$43,241
+0.4%
3250.0%0.01%0.0%
Q1 2023$43,072
+6.2%
3250.0%0.01%0.0%
Q4 2022$40,550
+15.4%
3250.0%0.01%
+20.0%
Q3 2022$35,152
-8.1%
3250.0%0.01%
-16.7%
Q2 2022$38,262
-21.3%
3250.0%0.01%0.0%
Q1 2022$48,607
+230.2%
325
+209.5%
0.01%
+200.0%
Q4 2021$14,722
+12.6%
1050.0%0.00%0.0%
Q3 2021$13,079
-4.4%
1050.0%0.00%0.0%
Q2 2021$13,688
+3.8%
1050.0%0.00%0.0%
Q1 2021$13,185
+10.7%
1050.0%0.00%0.0%
Q4 2020$11,908
+14.8%
1050.0%0.00%0.0%
Q3 2020$10,369
+10.7%
1050.0%0.00%0.0%
Q2 2020$9,370
+28.8%
1050.0%0.00%0.0%
Q1 2020$7,273
-29.3%
1050.0%0.00%0.0%
Q4 2019$10,284
+6.2%
1050.0%0.00%0.0%
Q3 2019$9,688
-2.9%
1050.0%0.00%0.0%
Q2 2019$9,976
+3.9%
1050.0%0.00%0.0%
Q1 2019$9,599
+8.9%
1050.0%0.00%
-33.3%
Q4 2018$8,816
-14.7%
1050.0%0.00%
+50.0%
Q3 2018$10,334
-0.6%
1050.0%0.00%
-33.3%
Q2 2018$10,396
+3.1%
1050.0%0.00%0.0%
Q1 2018$10,088
-6.0%
1050.0%0.00%0.0%
Q4 2017$10,731
+6.7%
1050.0%0.00%0.0%
Q3 2017$10,058
+7.2%
1050.0%0.00%0.0%
Q2 2017$9,382
+0.2%
1050.0%0.00%0.0%
Q1 2017$9,360
+7.2%
1050.0%0.00%0.0%
Q4 2016$8,732
+5.3%
1050.0%0.00%0.0%
Q3 2016$8,293
+4.0%
1050.0%0.00%0.0%
Q2 2016$7,974
+3.7%
1050.0%0.00%0.0%
Q1 2016$7,6931050.00%
Other shareholders
ISHARES TR shareholders Q2 2019
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