Milestone Advisory Partners - 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
Milestone Advisory Partners ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$3,150,042
+9.8%
24,937
+15.7%
2.62%
+0.9%
Q2 2023$2,868,026
-22.8%
21,556
-23.1%
2.60%
-24.3%
Q1 2023$3,716,009
+1355.0%
28,039
+1269.8%
3.43%
+1704.2%
Q4 2022$255,404
-14.3%
2,047
-25.6%
0.19%
-15.2%
Q3 2022$298,000
-82.6%
2,753
-81.0%
0.22%
-83.9%
Q2 2022$1,714,000
+47.9%
14,524
+87.4%
1.39%
+122.2%
Q1 2022$1,159,0007,7510.62%
Other shareholders
ISHARES TR shareholders Q3 2022
NameSharesValueWeighting ↓
Commonwealth Financial Services, LLC 70,535$5,571,0005.24%
ADVANTAGE INVESTMENT MANAGEMENT, LLC 76,915$6,075,0002.22%
Quantitative Advantage, LLC 78,876$6,230,0001.89%
First Heartland Consultants, Inc. 28,681$2,265,0000.66%
Cranbrook Wealth Management, LLC 13,814$1,091,0000.55%
Kalos Management, Inc. 6,952$549,0000.47%
First Allied Advisory Services, Inc. 94,108$7,433,0000.40%
COMMERCE BANK 308,605$24,373,0000.38%
Madden Advisory Services, Inc. 7,710$608,0000.37%
ROBERTS GLORE & CO INC /IL/ 6,414$507,0000.36%
View complete list of ISHARES TR shareholders