Truvestments Capital LLC - ISHARES TR ownership

ISHARES TR's ticker is IYM and the CUSIP is 464287838. A total of 177 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 2.10 and the average weighting 0.1%.

Quarter-by-quarter ownership
Truvestments Capital LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$37,896
-5.1%
3000.0%0.02%0.0%
Q2 2023$39,915
+0.4%
3000.0%0.02%
-4.8%
Q1 2023$39,759
+6.2%
3000.0%0.02%0.0%
Q4 2022$37,431
+17.0%
3000.0%0.02%
+5.0%
Q3 2022$32,000
-8.6%
3000.0%0.02%0.0%
Q2 2022$35,000
-16.7%
3000.0%0.02%
-4.8%
Q4 2021$42,000
+13.5%
3000.0%0.02%
+5.0%
Q3 2021$37,000
-5.1%
3000.0%0.02%
-4.8%
Q2 2021$39,000
-48.7%
300
-50.0%
0.02%
-51.2%
Q1 2021$76,000
+123.5%
600
+100.0%
0.04%
+79.2%
Q4 2020$34,000
+13.3%
3000.0%0.02%
-11.1%
Q3 2020$30,000
+15.4%
3000.0%0.03%
+3.8%
Q2 2020$26,000
+30.0%
3000.0%0.03%
+4.0%
Q1 2020$20,000
-28.6%
3000.0%0.02%
+38.9%
Q3 2019$28,000
-3.4%
3000.0%0.02%
-10.0%
Q2 2019$29,000
+7.4%
3000.0%0.02%
-4.8%
Q1 2019$27,000
-10.0%
3000.0%0.02%
+50.0%
Q3 2018$30,0003000.01%
Other shareholders
ISHARES TR shareholders Q4 2021
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