MinichMacGregor Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYM and the CUSIP is 464287838. A total of 150 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is 2.19 and the average weighting 0.2%.

Quarter-by-quarter ownership
MinichMacGregor Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$325,274
-95.1%
2,575
-94.8%
0.11%
-94.8%
Q2 2023$6,603,005
+2678.7%
49,628
+2667.9%
2.06%
+2510.1%
Q1 2023$237,626
+9.0%
1,793
+2.6%
0.08%0.0%
Q4 2022$217,973
-87.3%
1,747
-89.0%
0.08%
-88.5%
Q3 2022$1,714,000
-84.1%
15,848
-82.7%
0.68%
-84.6%
Q2 2022$10,797,000
-27.7%
91,718
-8.2%
4.45%
-6.9%
Q1 2022$14,940,000
+234.4%
99,895
+213.4%
4.78%
+251.2%
Q4 2021$4,468,000
+102.4%
31,872
+88.2%
1.36%
+75.7%
Q2 2021$2,207,000
+110250.0%
16,931
+56336.7%
0.77%
+77300.0%
Q3 2018$2,0000.0%300.0%0.00%0.0%
Q2 2018$2,0000.0%300.0%0.00%
-50.0%
Q1 2018$2,000
-33.3%
300.0%0.00%0.0%
Q4 2017$3,000
+50.0%
300.0%0.00%0.0%
Q3 2017$2,0000.0%300.0%0.00%0.0%
Q2 2017$2,0000.0%300.0%0.00%0.0%
Q1 2017$2,0000.0%300.0%0.00%0.0%
Q4 2016$2,0000.0%300.0%0.00%0.0%
Q3 2016$2,0000.0%300.0%0.00%0.0%
Q2 2016$2,0000.0%300.0%0.00%0.0%
Q1 2016$2,0000.0%300.0%0.00%0.0%
Q4 2015$2,000300.00%
Other shareholders
ISHARES TR shareholders Q4 2017
NameSharesValueWeighting ↓
Pinnacle Family Advisors, LLC 114,550$11,707,0005.40%
Chessman Wealth Strategies RIA 23,801$2,432,0002.43%
BREITER CAPITAL MANAGEMENT INC 14,287$1,460,0002.10%
Kalos Management, Inc. 28,658$2,928,0001.38%
Copperwynd Financial, LLC 18,162$1,856,0001.36%
NATIONAL PLANNING CORP 89$9,096,0001.25%
Barber Financial Group, Inc. 40,116$4,100,0001.04%
Strategic Wealth Partners, Ltd. 17,971$1,762,0000.98%
Conservest Capital Advisors, Inc. 45,727$4,673,0000.93%
COMMERCE BANK 629,507$64,336,0000.84%
View complete list of ISHARES TR shareholders