Retirement Group, LLC - 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
Retirement Group, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$758
-5.0%
60.0%0.00%
Q2 2023$798
+79700.0%
60.0%0.00%
Q1 2023$10.0%60.0%0.00%
Q4 2022$1
-99.9%
60.0%0.00%
Q2 2022$1,0000.0%60.0%0.00%
Q1 2022$1,0000.0%60.0%0.00%
Q4 2021$1,0000.0%60.0%0.00%
Q3 2021$1,0000.0%60.0%0.00%
Q2 2021$1,0000.0%60.0%0.00%
Q1 2021$1,00060.0%0.00%
Q4 2020$0
-100.0%
60.0%0.00%
-100.0%
Q3 2020$1,0000.0%60.0%0.00%0.0%
Q2 2020$1,0000.0%60.0%0.00%0.0%
Q4 2019$1,00060.00%
Other shareholders
ISHARES TR shareholders Q1 2021
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