WealthBridge Capital Management, 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
WealthBridge Capital Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$340,925
-9.2%
2,699
-4.4%
0.14%
-6.0%
Q2 2023$375,454
-2.3%
2,822
-2.7%
0.15%
-2.0%
Q1 2023$384,409
+3.5%
2,901
-2.6%
0.15%
-1.3%
Q4 2022$371,398
-6.7%
2,977
-12.0%
0.16%
-8.8%
Q3 2022$398,0000.0%3,3840.0%0.17%0.0%
Q2 2022$398,000
+4322.2%
3,384
+3284.0%
0.17%
+2733.3%
Q1 2019$9,000
+12.5%
1000.0%0.01%0.0%
Q4 2018$8,0001000.01%
Other shareholders
ISHARES TR shareholders Q2 2022
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