Fulcrum Equity Management - ISHARES TR ownership

ISHARES TR's ticker is IYM and the CUSIP is 464287838. A total of 194 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.47 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 2022
NameSharesValueWeighting ↓
Johnson Midwest Financial, LLC 120,789$13,699,00013.05%
PIERSHALE FINANCIAL GROUP, INC. 187,139$21,223,00010.19%
Barber Financial Group, Inc. 365,017$41,397,0007.56%
Ascension Capital Advisors, Inc. 57,357$6,505,0004.54%
Ascension Asset Management LLC 57,357$6,505,0004.54%
EWG Elevate Inc. 57,269$6,495,0002.99%
Royal Fund Management, LLC 97,231$11,027,0002.34%
Pinkerton Retirement Specialists, LLC 82,836$9,394,0002.26%
Mattern Wealth Management LLC 47,266$5,360,0002.03%
Brookstone Capital Management 365,884$41,495,0001.65%
View complete list of ISHARES TR shareholders