Consilium Wealth Advisory, 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
Consilium Wealth Advisory, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2022$875,000
-19.4%
7,432
+2.3%
0.94%
+21.1%
Q1 2022$1,086,0000.0%7,263
-6.2%
0.78%
+10.5%
Q4 2021$1,086,0007,7430.70%
Other shareholders
ISHARES TR shareholders Q2 2022
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