Belmont Capital, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYM and the CUSIP is 464287838. A total of 132 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Belmont Capital, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2020$6,000
+20.0%
500.0%0.00%
+50.0%
Q3 2020$5,000
+25.0%
500.0%0.00%0.0%
Q2 2020$4,000
+33.3%
500.0%0.00%
-33.3%
Q1 2020$3,000
-40.0%
500.0%0.00%
-25.0%
Q4 2019$5,000500.00%
Other shareholders
ISHARES TR shareholders Q4 2019
NameSharesValueWeighting ↓
MinichMacGregor Wealth Management, LLC 99,895$14,940,0004.78%
Lionsbridge Wealth Management LLC 10,768$1,610,0001.86%
Pinnacle Family Advisors, LLC 21,345$3,192,0001.70%
First Citizens Financial Corp 13,567$2,029,0001.52%
Navis Wealth Advisors, LLC 7,639$1,142,0001.01%
FIFTH THIRD SECURITIES, INC. 2,045$306,0000.91%
SVB Investment Services Inc. 8,981$1,343,0000.83%
Copperwynd Financial, LLC 12,778$1,911,0000.79%
Consilium Wealth Advisory, LLC 7,263$1,086,0000.78%
Kalos Management, Inc. 7,595$1,066,0000.73%
View complete list of ISHARES TR shareholders