Fulcrum Equity Management - ISHARES TR ownership

ISHARES TR's ticker is IYM and the CUSIP is 464287838. A total of 129 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is 35.71 and the average weighting 0.1%.

Quarter-by-quarter ownership
Fulcrum Equity Management ownership history of ISHARES TR
ValueSharesWeighting
Q2 2022$2,496,000
+477.8%
21,199
+588.5%
2.01%
+1142.6%
Q4 2021$432,000
-7.7%
3,079
-18.1%
0.16%
-11.0%
Q3 2021$468,000
-50.9%
3,761
-48.6%
0.18%
-48.9%
Q2 2021$953,000
-13.8%
7,312
-24.9%
0.36%
-19.3%
Q4 2020$1,105,000
-3.6%
9,742
-16.1%
0.44%
-17.1%
Q3 2020$1,146,000
-17.4%
11,609
-25.4%
0.53%
-19.0%
Q2 2020$1,388,000
-64.5%
15,555
-61.1%
0.66%
-67.9%
Q4 2019$3,913,000
-7.2%
39,950
-13.2%
2.05%
+1.8%
Q2 2019$4,215,00046,0042.01%
Other shareholders
ISHARES TR shareholders Q3 2020
NameSharesValueWeighting ↓
Cranbrook Wealth Management, LLC 17,368$1,225,0000.69%
Clal Insurance Enterprises Holdings Ltd 344,800$24,322,0000.65%
S. R. Schill & Associates 12,642$892,0000.62%
NWAM LLC 17,797$1,255,0000.51%
United Asset Strategies, Inc. 12,697$896,0000.39%
Madden Advisory Services, Inc. 8,125$573,0000.38%
ROBERTS GLORE & CO INC /IL/ 6,860$484,0000.37%
Virtu Financial LLC 30,426$2,146,0000.30%
CHARTIST INC /CA/ 8,200$578,361,0000.29%
BOSTON RESEARCH & MANAGEMENT INC 6,510$459,0000.28%
View complete list of ISHARES TR shareholders