Kesler, Norman & Wride, 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
Kesler, Norman & Wride, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$226,532
-48.9%
1,793
-49.5%
0.06%
-50.0%
Q4 2022$442,961
-85.8%
3,550
-87.7%
0.11%
-86.9%
Q3 2022$3,124,000
+26.4%
28,887
+37.6%
0.87%
+27.2%
Q2 2022$2,472,000
+1055.1%
21,000
+1369.6%
0.68%
+1327.1%
Q1 2022$214,0001,4290.05%
Other shareholders
ISHARES TR shareholders Q2 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