Copperwynd Financial, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYM and the CUSIP is 464287838. A total of 150 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is 2.19 and the average weighting 0.2%.

Quarter-by-quarter ownership
Copperwynd Financial, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$1,911,000
-42.0%
12,778
-49.5%
0.79%
-43.3%
Q2 2021$3,295,000
+77.5%
25,278
+39.2%
1.40%
+3.2%
Q4 2017$1,856,00018,1621.36%
Other shareholders
ISHARES TR shareholders Q4 2017
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