Legacy 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
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 Q2 2022
NameSharesValueWeighting ↓
PIERSHALE FINANCIAL GROUP, INC. 162,743$13,534,0008.30%
Quantitative Advantage, LLC 117,255$9,751,0002.98%
Pinnacle Family Advisors, LLC 48,115$4,001,0002.45%
ADVANTAGE INVESTMENT MANAGEMENT, LLC 58,579$4,871,0001.80%
NAVELLIER & ASSOCIATES INC 49,212$4,092,0000.68%
Cranbrook Wealth Management, LLC 13,707$1,140,0000.56%
NWAM LLC 17,293$1,438,0000.48%
Madden Advisory Services, Inc. 7,710$641,0000.43%
COMMERCE BANK 316,050$26,283,0000.39%
ROBERTS GLORE & CO INC /IL/ 6,414$533,0000.37%
View complete list of ISHARES TR shareholders