Private Capital Group, 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
Private Capital Group, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2022$41,000
-21.2%
3500.0%0.03%
+158.3%
Q1 2022$52,000
+6.1%
3500.0%0.01%
+20.0%
Q4 2021$49,000
+11.4%
3500.0%0.01%0.0%
Q3 2021$44,000
-4.3%
3500.0%0.01%0.0%
Q2 2021$46,000
+4.5%
3500.0%0.01%
-9.1%
Q1 2021$44,000
+10.0%
3500.0%0.01%
+57.1%
Q4 2020$40,000
+14.3%
3500.0%0.01%0.0%
Q3 2020$35,000
+12.9%
3500.0%0.01%0.0%
Q2 2020$31,000
+29.2%
3500.0%0.01%
+16.7%
Q1 2020$24,000
-29.4%
3500.0%0.01%
-14.3%
Q4 2019$34,000
-26.1%
350
-30.0%
0.01%
-12.5%
Q3 2019$46,000
+206.7%
500
+233.3%
0.01%
+166.7%
Q2 2019$15,000
-67.4%
150
-70.0%
0.00%
-66.7%
Q1 2019$46,000
+9.5%
5000.0%0.01%0.0%
Q4 2018$42,000
-14.3%
5000.0%0.01%
-10.0%
Q3 2018$49,0000.0%5000.0%0.01%
-9.1%
Q2 2018$49,000
+2.1%
5000.0%0.01%0.0%
Q1 2018$48,000
-5.9%
5000.0%0.01%
-8.3%
Q4 2017$51,0005000.01%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
Kalos Management, Inc. 6,604$823,9811.86%
PGIM Custom Harvest LLC 276,580$34,508,8891.56%
First Citizens Financial Corp 13,463$1,6801.45%
SPC Financial, Inc. 98,060$12,235,0051.45%
Navis Wealth Advisors, LLC 7,701$960,7921.36%
Pinnacle Family Advisors, LLC 14,026$1,750,0241.25%
Vahanian & Associates Financial Planning Inc. 2,736$341,3711.12%
Stonebridge Financial Planning Group, LLC 7,722$963,4740.64%
Royal Fund Management, LLC 31,288$3,903,7670.62%
UNIONVIEW, LLC 4,083$509,4410.51%
View complete list of ISHARES TR shareholders