OPTIMUM INVESTMENT ADVISORS - ISHARES TR ownership

ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 559 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 0.47 and the average weighting 0.3%.

Quarter-by-quarter ownership
OPTIMUM INVESTMENT ADVISORS ownership history of ISHARES TR
ValueSharesWeighting
Q4 2023$115,140
+17.0%
9380.0%0.06%
+16.0%
Q3 2023$98,415
-3.6%
9380.0%0.05%0.0%
Q2 2023$102,120
+17.3%
9380.0%0.05%
+8.7%
Q1 2023$87,056
+24.6%
9380.0%0.05%
+21.1%
Q4 2022$69,872
+1.3%
9380.0%0.04%
+2.7%
Q3 2022$69,000
-8.0%
9380.0%0.04%
-2.6%
Q2 2022$75,000
-22.7%
9380.0%0.04%
-7.3%
Q1 2022$97,000
-10.2%
9380.0%0.04%
-2.4%
Q4 2021$108,000
+13.7%
938
-0.2%
0.04%
+5.0%
Q3 2021$95,000
-5.9%
940
-7.3%
0.04%
+25.0%
Q2 2021$101,000
+13.5%
1,014
+0.1%
0.03%
+23.1%
Q1 2021$89,000
+3.5%
1,013
+0.1%
0.03%0.0%
Q4 2020$86,000
+13.2%
1,012
+300.0%
0.03%0.0%
Q3 2020$76,000
+11.8%
253
+0.4%
0.03%
+8.3%
Q2 2020$68,000
+30.8%
2520.0%0.02%
+14.3%
Q1 2020$52,000
-10.3%
252
+0.4%
0.02%
+23.5%
Q4 2019$58,000
-29.3%
251
-37.4%
0.02%
-34.6%
Q3 2019$82,000
+3.8%
401
+0.2%
0.03%0.0%
Q2 2019$79,000
+3.9%
4000.0%0.03%
+4.0%
Q1 2019$76,000
+18.8%
400
+0.3%
0.02%
+13.6%
Q4 2018$64,000
-16.9%
399
+0.3%
0.02%
+4.8%
Q3 2018$77,000
+8.5%
3980.0%0.02%
+5.0%
Q2 2018$71,000
+6.0%
3980.0%0.02%0.0%
Q1 2018$67,000
+63.4%
398
+2.1%
0.02%
+53.8%
Q1 2015$41,000
+173.3%
390
+180.6%
0.01%
+160.0%
Q4 2014$15,000
+7.1%
1390.0%0.01%0.0%
Q3 2014$14,000
+7.7%
139
+0.7%
0.01%
+25.0%
Q2 2014$13,0001380.00%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
NIEMANN CAPITAL MANAGEMENT INC 3,316$282,00035.79%
First Citizens Financial Corp 98,772$8,404,0007.33%
Danda Trouve Investment Management, Inc. 66,398$5,649,0006.90%
Signature Wealth Management Partners, LLC 79,308$6,748,0006.75%
Stonebridge Financial Planning Group, LLC 107,490$9,145,0005.79%
Quantitative Advantage, LLC 320,866$27,299,0005.76%
HC Advisors, LLC 72,560$6,173,0004.22%
Rollins Financial 90,780$7,724,0003.52%
Pinnacle Advisory Group, Inc. 633,788$53,923,0003.26%
SPC Financial, Inc. 271,792$23,124,0003.25%
View complete list of ISHARES TR shareholders