Altium Wealth Management LLC - ISHARES TR ownership

ISHARES TR's ticker is IYM and the CUSIP is 464287838. A total of 123 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is 0.26 and the average weighting 0.1%.

Quarter-by-quarter ownership
Altium Wealth Management LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2019$225,000
+6.1%
2,3000.0%0.03%
-6.9%
Q3 2019$212,000
-7.0%
2,300
-4.2%
0.03%
-12.1%
Q2 2019$228,000
+4.1%
2,4000.0%0.03%
-5.7%
Q1 2019$219,000
+8.4%
2,4000.0%0.04%
-10.3%
Q4 2018$202,000
-10.6%
2,400
+4.3%
0.04%
-9.3%
Q3 2018$226,000
-0.9%
2,3000.0%0.04%
-29.5%
Q2 2018$228,0002,3000.06%
Other shareholders
ISHARES TR shareholders Q2 2019
NameSharesValueWeighting ↓
Commonwealth Financial Services, LLC 70,535$5,571,0005.24%
ADVANTAGE INVESTMENT MANAGEMENT, LLC 76,915$6,075,0002.22%
Quantitative Advantage, LLC 78,876$6,230,0001.89%
First Heartland Consultants, Inc. 28,681$2,265,0000.66%
Cranbrook Wealth Management, LLC 13,814$1,091,0000.55%
Kalos Management, Inc. 6,952$549,0000.47%
First Allied Advisory Services, Inc. 94,108$7,433,0000.40%
COMMERCE BANK 308,605$24,373,0000.38%
Madden Advisory Services, Inc. 7,710$608,0000.37%
ROBERTS GLORE & CO INC /IL/ 6,414$507,0000.36%
View complete list of ISHARES TR shareholders