Legacy Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYM and the CUSIP is 464287838. A total of 177 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 2.10 and the average weighting 0.1%.

Quarter-by-quarter ownership
Legacy Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$265,822
-4.5%
2,0920.0%0.04%
+4.9%
Q2 2023$278,379
+0.8%
2,092
+0.4%
0.04%
-19.6%
Q1 2023$276,179
+6.6%
2,084
+0.3%
0.05%
+8.5%
Q4 2022$259,108
+16.2%
2,077
+1.2%
0.05%
-4.1%
Q3 2022$223,000
-7.9%
2,0520.0%0.05%
-3.9%
Q2 2022$242,000
-20.7%
2,052
+0.7%
0.05%
-13.6%
Q1 2022$305,000
+7.0%
2,038
+0.2%
0.06%
-43.8%
Q4 2021$285,000
+13.5%
2,033
+0.9%
0.10%
+5.0%
Q3 2021$251,000
-4.2%
2,0140.0%0.10%
-5.7%
Q2 2021$262,000
+4.4%
2,014
+0.7%
0.11%
-4.5%
Q1 2021$251,000
+10.6%
2,0000.0%0.11%
-14.0%
Q4 2020$227,000
+20.1%
2,000
+0.4%
0.13%
+0.8%
Q2 2019$189,000
+4.4%
1,993
+0.6%
0.13%
+116.9%
Q1 2019$181,000
-6.2%
1,982
+1.2%
0.06%
-37.9%
Q3 2018$193,000
-0.5%
1,959
+0.5%
0.10%
-34.5%
Q2 2018$194,000
+0.5%
1,9500.0%0.14%
+2.1%
Q1 2018$193,0001,9500.14%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
GRIMES & COMPANY, INC. 135,988$13,384,0001.07%
Pathway Financial Advisors LLC 19,982$1,731,0000.96%
CEDAR CAPITAL, LLC 24,643$2,425,0000.94%
COMMERCE BANK 639,193$62,909,0000.75%
Conservest Capital Advisors, Inc. 32,543$3,203,0000.47%
Madden Advisory Services, Inc. 7,630$750,0000.45%
Cranbrook Wealth Management, LLC 11,904$1,172,0000.41%
ROBERTS GLORE & CO INC /IL/ 5,809$572,0000.33%
CHARTIST INC /CA/ 6,453$635,114,0000.28%
United Asset Strategies, Inc. 11,044$1,087,0000.26%
View complete list of ISHARES TR shareholders