Kavar Capital Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYM and the CUSIP is 464287838. A total of 145 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is 1.05 and the average weighting 0.1%.

Quarter-by-quarter ownership
Kavar Capital Partners, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2019$7,0000.0%740.0%0.00%
-25.0%
Q2 2018$7,0000.0%740.0%0.00%0.0%
Q1 2018$7,000
+40.0%
740.0%0.00%
+33.3%
Q4 2015$5,000
+25.0%
740.0%0.00%0.0%
Q3 2015$4,000
-20.0%
740.0%0.00%0.0%
Q2 2015$5,000
-16.7%
740.0%0.00%
-40.0%
Q1 2014$6,0000.0%740.0%0.01%0.0%
Q4 2013$6,000740.01%
Other shareholders
ISHARES TR shareholders Q1 2018
NameSharesValueWeighting ↓
GRIMES & COMPANY, INC. 135,988$13,384,0001.07%
Pathway Financial Advisors LLC 19,982$1,731,0000.96%
CEDAR CAPITAL, LLC 24,643$2,425,0000.94%
COMMERCE BANK 639,193$62,909,0000.75%
Conservest Capital Advisors, Inc. 32,543$3,203,0000.47%
Madden Advisory Services, Inc. 7,630$750,0000.45%
Cranbrook Wealth Management, LLC 11,904$1,172,0000.41%
ROBERTS GLORE & CO INC /IL/ 5,809$572,0000.33%
CHARTIST INC /CA/ 6,453$635,114,0000.28%
United Asset Strategies, Inc. 11,044$1,087,0000.26%
View complete list of ISHARES TR shareholders