Consilium Wealth Advisory, LLC - 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
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 Q3 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