Genesee Capital Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYM and the CUSIP is 464287838. A total of 214 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.23 and the average weighting 0.2%.

Quarter-by-quarter ownership
Genesee Capital Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$576,345
+3.8%
4,332
+3.4%
0.39%
-0.3%
Q1 2023$555,050
+14.6%
4,188
+7.9%
0.39%
+9.1%
Q4 2022$484,309
+22.6%
3,882
+6.2%
0.36%
+19.9%
Q3 2022$395,000
-9.2%
3,657
-0.9%
0.30%
-1.0%
Q2 2022$435,0003,6920.30%
Other shareholders
ISHARES TR shareholders Q2 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