Retirement Group, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYM and the CUSIP is 464287838. A total of 3 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.0%.

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 Q4 2023
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