Genesee Capital Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYM and the CUSIP is 464287838. A total of 206 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.04 and the average weighting 0.1%.

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 Q4 2022
NameSharesValueWeighting ↓
Kalos Management, Inc. 7,594$876,0002.16%
SPC Financial, Inc. 149,043$16,121,0002.01%
Capital CS Group, LLC 13,366$1,446,0001.55%
First Citizens Financial Corp 13,458$1,456,0001.43%
Vahanian & Associates Financial Planning Inc. 3,529$382,0001.32%
Navis Wealth Advisors, LLC 7,610$823,0001.27%
Cadent Capital Advisors, LLC 20,813$2,251,0001.26%
Kesler, Norman & Wride, LLC 28,887$3,124,0000.87%
Royal Fund Management, LLC 43,142$4,666,0000.85%
MinichMacGregor Wealth Management, LLC 15,848$1,714,0000.68%
View complete list of ISHARES TR shareholders