Mutual Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYM and the CUSIP is 464287838. A total of 127 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Mutual Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$1,277,742
+425.1%
8,905
+440.7%
0.04%
+387.5%
Q1 2024$243,316
-16.7%
1,647
-22.1%
0.01%
-20.0%
Q4 2023$292,192
+18.0%
2,115
+8.0%
0.01%0.0%
Q3 2023$247,516
-79.8%
1,959
-78.7%
0.01%
-78.3%
Q2 2023$1,223,116
+381.8%
9,193
+379.8%
0.05%
+360.0%
Q1 2023$253,873
-12.7%
1,916
-17.8%
0.01%
-23.1%
Q4 2022$290,843
-91.9%
2,331
-91.9%
0.01%
-93.9%
Q3 2021$3,603,000
+1674.9%
28,923
+1756.4%
0.21%
+1675.0%
Q2 2021$203,000
-80.3%
1,558
-82.9%
0.01%
-84.4%
Q4 2020$1,032,000
+268.6%
9,101
+218.1%
0.08%
+156.7%
Q4 2019$280,000
-2.1%
2,861
-7.8%
0.03%
-21.1%
Q3 2019$286,000
-3.1%
3,1030.0%0.04%0.0%
Q2 2019$295,000
+10.9%
3,103
+6.7%
0.04%
-2.6%
Q1 2019$266,000
+9.5%
2,909
+0.3%
0.04%
-18.8%
Q4 2018$243,000
-15.0%
2,899
-0.1%
0.05%
+11.6%
Q3 2018$286,000
-0.3%
2,9030.0%0.04%
-33.8%
Q2 2018$287,000
-37.7%
2,903
-39.4%
0.06%
-44.4%
Q1 2018$461,000
+24.9%
4,794
+32.8%
0.12%
-15.8%
Q4 2017$369,0003,6100.14%
Other shareholders
ISHARES TR shareholders Q4 2018
NameSharesValueWeighting ↓
Milestone Advisory Partners 24,937$3,150,0422.62%
Navis Wealth Advisors, LLC 7,758$980,0361.42%
PGIM Custom Harvest LLC 286,918$36,243,5151.34%
First Citizens Financial Corp 14,018$1,770,7541.25%
TCWP LLC 12,339$1,558,6621.19%
COTTONWOOD CAPITAL ADVISORS, LLC 5,173$653,4800.61%
Pathway Financial Advisors LLC 13,010$1,643,4230.56%
First Heartland Consultants, Inc. 35,166$4,4420.56%
UNIONVIEW, LLC 4,115$519,7670.49%
HFG Advisors, Inc. 3,299$416,7300.46%
View complete list of ISHARES TR shareholders