Kesler, Norman & Wride, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYM and the CUSIP is 464287838. A total of 218 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
Q4 2023$327,928
+44.8%
2,374
+32.4%
0.08%
+31.6%
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 ↓
Cranbrook Wealth Management, LLC 17,368$1,225,0000.69%
Clal Insurance Enterprises Holdings Ltd 344,800$24,322,0000.65%
S. R. Schill & Associates 12,642$892,0000.62%
NWAM LLC 17,797$1,255,0000.51%
United Asset Strategies, Inc. 12,697$896,0000.39%
Madden Advisory Services, Inc. 8,125$573,0000.38%
ROBERTS GLORE & CO INC /IL/ 6,860$484,0000.37%
Virtu Financial LLC 30,426$2,146,0000.30%
CHARTIST INC /CA/ 8,200$578,361,0000.29%
BOSTON RESEARCH & MANAGEMENT INC 6,510$459,0000.28%
View complete list of ISHARES TR shareholders