Fulcrum Equity Management - ISHARES TR ownership

ISHARES TR's ticker is IYM and the CUSIP is 464287838. A total of 152 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 1.18 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 Q1 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