Blue Trust, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IYM and the CUSIP is 464287838. A total of 204 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.58 and the average weighting 0.1%.

Quarter-by-quarter ownership
Blue Trust, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q1 2023$2
-94.1%
20
-93.6%
0.00%
-100.0%
Q4 2022$34
-99.9%
3130.0%0.00%0.0%
Q3 2022$36,000
-18.2%
313
+6.8%
0.00%0.0%
Q2 2022$44,0002930.00%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
Milestone Advisory Partners 28,039$3,716,0093.43%
Kalos Management, Inc. 8,508$1,127,5652.26%
SPC Financial, Inc. 147,163$19,503,4552.22%
PGIM Custom Harvest LLC 284,323$37,681,3601.56%
EWG Elevate Inc. 23,279$3,085,1731.32%
Pinkerton Retirement Specialists, LLC 45,991$6,095,1871.14%
Navis Wealth Advisors, LLC 7,727$1,024,0921.12%
Vahanian & Associates Financial Planning Inc. 2,656$352,0000.98%
Royal Fund Management, LLC 39,749$5,267,9370.75%
Stonebridge Financial Planning Group, LLC 7,962$1,055,2040.68%
View complete list of ISHARES TR shareholders