Laurel Wealth Advisors LLC - ISHARES TR ownership

ISHARES TR's ticker is IYM and the CUSIP is 464287838. A total of 214 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.23 and the average weighting 0.2%.

Quarter-by-quarter ownership
Laurel Wealth Advisors LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$46,870
-5.1%
3720.0%0.01%0.0%
Q2 2023$49,367
+0.5%
372
+0.3%
0.01%0.0%
Q1 2023$49,135
+131.0%
371
+117.0%
0.01%
+100.0%
Q4 2022$21,273
+18.2%
171
+0.6%
0.01%
+25.0%
Q3 2022$18,000
-10.0%
1700.0%0.00%
-20.0%
Q2 2022$20,000
-20.0%
170
+0.6%
0.01%0.0%
Q1 2022$25,000
+4.2%
1690.0%0.01%0.0%
Q4 2021$24,000
+14.3%
1690.0%0.01%0.0%
Q3 2021$21,000
+61.5%
169
+69.0%
0.01%
+66.7%
Q2 2021$13,0000.0%1000.0%0.00%0.0%
Q1 2021$13,000
+18.2%
1000.0%0.00%0.0%
Q4 2020$11,000
+10.0%
1000.0%0.00%0.0%
Q3 2020$10,000
+11.1%
1000.0%0.00%0.0%
Q2 2020$9,000
+28.6%
1000.0%0.00%0.0%
Q1 2020$7,000
-30.0%
1000.0%0.00%0.0%
Q4 2019$10,000
+11.1%
1000.0%0.00%0.0%
Q3 2019$9,000
-10.0%
1000.0%0.00%
-25.0%
Q2 2019$10,000
+11.1%
1000.0%0.00%
+33.3%
Q1 2019$9,000
+12.5%
1000.0%0.00%0.0%
Q4 2018$8,0001000.00%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
PIERSHALE FINANCIAL GROUP, INC. 162,743$13,534,0008.30%
Quantitative Advantage, LLC 117,255$9,751,0002.98%
Pinnacle Family Advisors, LLC 48,115$4,001,0002.45%
ADVANTAGE INVESTMENT MANAGEMENT, LLC 58,579$4,871,0001.80%
NAVELLIER & ASSOCIATES INC 49,212$4,092,0000.68%
Cranbrook Wealth Management, LLC 13,707$1,140,0000.56%
NWAM LLC 17,293$1,438,0000.48%
Madden Advisory Services, Inc. 7,710$641,0000.43%
COMMERCE BANK 316,050$26,283,0000.39%
ROBERTS GLORE & CO INC /IL/ 6,414$533,0000.37%
View complete list of ISHARES TR shareholders