American Portfolios Advisors - ISHARES TR ownership

ISHARES TR's ticker is IYM and the CUSIP is 464287838. A total of 194 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.47 and the average weighting 0.1%.

Quarter-by-quarter ownership
American Portfolios Advisors ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$45,304
-8.0%
419
+0.2%
0.00%0.0%
Q2 2022$49,254
+91.6%
418
+143.0%
0.00%
+100.0%
Q1 2022$25,708
+6.8%
1720.0%0.00%0.0%
Q4 2021$24,072
+59.3%
172
+42.1%
0.00%0.0%
Q3 2021$15,109
+58.8%
121
+65.8%
0.00%
Q2 2021$9,516
-42.1%
73
-49.7%
0.00%
-100.0%
Q4 2020$16,444
+37.6%
145
+19.8%
0.00%0.0%
Q3 2020$11,949
-67.8%
121
-67.9%
0.00%
-75.0%
Q3 2018$37,104
-7.9%
377
-7.4%
0.00%
-20.0%
Q2 2018$40,297
-36.5%
407
-38.4%
0.01%
-44.4%
Q1 2018$63,509
-47.0%
661
-43.6%
0.01%
-52.6%
Q4 2017$119,7781,1720.02%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Johnson Midwest Financial, LLC 120,789$13,699,00013.05%
PIERSHALE FINANCIAL GROUP, INC. 187,139$21,223,00010.19%
Barber Financial Group, Inc. 365,017$41,397,0007.56%
Ascension Capital Advisors, Inc. 57,357$6,505,0004.54%
Ascension Asset Management LLC 57,357$6,505,0004.54%
EWG Elevate Inc. 57,269$6,495,0002.99%
Royal Fund Management, LLC 97,231$11,027,0002.34%
Pinkerton Retirement Specialists, LLC 82,836$9,394,0002.26%
Mattern Wealth Management LLC 47,266$5,360,0002.03%
Brookstone Capital Management 365,884$41,495,0001.65%
View complete list of ISHARES TR shareholders