Mine & Arao Wealth Creation & Management, LLC. - ISHARES TR ownership

ISHARES TR's ticker is IYM and the CUSIP is 464287838. A total of 190 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.30 and the average weighting 0.1%.

Quarter-by-quarter ownership
Mine & Arao Wealth Creation & Management, LLC. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$52,632
-5.1%
4170.0%0.03%0.0%
Q2 2023$55,436
+0.8%
417
+0.5%
0.03%
-8.6%
Q1 2023$54,998
-14.2%
415
-19.3%
0.04%
-25.5%
Q4 2022$64,075
+16.5%
514
+1.2%
0.05%
+14.6%
Q3 2022$55,000
-8.3%
5080.0%0.04%
-2.4%
Q2 2022$60,000
-20.0%
508
+0.8%
0.04%
-4.5%
Q1 2022$75,000
+7.1%
504
+0.2%
0.04%
+12.8%
Q4 2021$70,000
+12.9%
503
+0.6%
0.04%
+5.4%
Q3 2021$62,000
-4.6%
5000.0%0.04%
-5.1%
Q2 2021$65,000
+3.2%
5000.0%0.04%
-7.1%
Q1 2021$63,000
+10.5%
5000.0%0.04%
+2.4%
Q4 2020$57,000
+16.3%
5000.0%0.04%
+2.5%
Q3 2020$49,000
+8.9%
5000.0%0.04%
-4.8%
Q2 2020$45,000
+28.6%
5000.0%0.04%
+2.4%
Q1 2020$35,000
-28.6%
5000.0%0.04%
-10.9%
Q4 2019$49,0005000.05%
Other shareholders
ISHARES TR shareholders Q3 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