Cresset Asset Management, 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
Cresset Asset Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2022$4,159,800
+15.4%
33,340
+0.0%
0.05%
+15.2%
Q3 2022$3,606,000
-8.6%
33,339
-0.5%
0.05%
-4.2%
Q2 2022$3,944,000
-21.3%
33,499
+0.0%
0.05%
-7.7%
Q1 2022$5,009,000
+5.7%
33,497
-0.9%
0.05%
+13.0%
Q4 2021$4,739,000
+13.9%
33,796
+1.2%
0.05%
-17.9%
Q3 2021$4,160,000
-4.5%
33,4000.0%0.06%
-9.7%
Q2 2021$4,354,000
+4.1%
33,400
+0.2%
0.06%
-6.1%
Q1 2021$4,184,000
+11.5%
33,324
+0.7%
0.07%
+8.2%
Q4 2020$3,754,000
+14.8%
33,1000.0%0.06%0.0%
Q3 2020$3,269,000
+10.7%
33,1000.0%0.06%
-6.2%
Q2 2020$2,954,000
-57.3%
33,100
-66.9%
0.06%
-69.0%
Q1 2020$6,921,000
-29.3%
99,9180.0%0.21%
-20.8%
Q4 2019$9,786,000
+6.2%
99,9180.0%0.26%
-6.0%
Q3 2019$9,219,000
-2.9%
99,9180.0%0.28%
-4.4%
Q2 2019$9,493,000
+3.9%
99,9180.0%0.30%
-16.7%
Q1 2019$9,135,000
+62.8%
99,918
+49.5%
0.35%
+6.3%
Q4 2018$5,610,00066,8180.33%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
CEDAR CAPITAL, LLC 17,555$1,605,0000.71%
COMMERCE BANK 500,746$45,778,0000.54%
Osborn Williams & Donohoe LLC 51,564$4,878,0000.50%
Conservest Capital Advisors, Inc. 35,097$3,209,0000.48%
CHARTIST INC /CA/ 5,776$528,015,0000.44%
Pathway Financial Advisors LLC 14,351$1,312,0000.41%
Madden Advisory Services, Inc. 7,630$697,0000.37%
Cresset Asset Management, LLC 99,918$9,135,0000.35%
ROBERTS GLORE & CO INC /IL/ 5,809$531,0000.33%
Cranbrook Wealth Management, LLC 11,341$1,037,0000.32%
View complete list of ISHARES TR shareholders