BOSTON FAMILY OFFICE LLC - ISHARES TR ownership

ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 231 filers reported holding ISHARES TR in Q2 2015. The put-call ratio across all filers is 0.15 and the average weighting 0.4%.

Quarter-by-quarter ownership
BOSTON FAMILY OFFICE LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,060
-3.6%
10,1000.0%0.09%
+3.6%
Q2 2023$1,100
+9.8%
10,100
-6.5%
0.08%
+5.0%
Q1 2023$1,002
+24.6%
10,8000.0%0.08%
+19.4%
Q4 2022$804
-99.9%
10,8000.0%0.07%
-4.3%
Q3 2022$792,000
-8.2%
10,8000.0%0.07%
-2.8%
Q2 2022$863,000
-22.5%
10,8000.0%0.07%
-8.9%
Q1 2022$1,113,000
-13.5%
10,800
-3.6%
0.08%
-6.0%
Q4 2021$1,286,000
+13.4%
11,2000.0%0.08%
+2.4%
Q3 2021$1,134,000
+1.9%
11,2000.0%0.08%
+3.8%
Q2 2021$1,113,000
+13.3%
11,2000.0%0.08%
+6.8%
Q1 2021$982,000
+3.0%
11,2000.0%0.07%
+1.4%
Q4 2020$953,000
+13.0%
11,200
+300.0%
0.07%
-5.2%
Q3 2020$843,000
+11.7%
2,8000.0%0.08%
+5.5%
Q2 2020$755,000
+32.0%
2,8000.0%0.07%
+7.4%
Q1 2020$572,000
-12.1%
2,8000.0%0.07%
+9.7%
Q4 2019$651,000
+13.8%
2,8000.0%0.06%
+5.1%
Q3 2019$572,000
+3.2%
2,8000.0%0.06%
+1.7%
Q2 2019$554,000
+3.7%
2,8000.0%0.06%0.0%
Q1 2019$534,000
+19.2%
2,8000.0%0.06%
+3.6%
Q4 2018$448,000
-17.5%
2,8000.0%0.06%
-1.8%
Q3 2018$543,000
+8.8%
2,8000.0%0.06%
+1.8%
Q2 2018$499,000
+5.9%
2,8000.0%0.06%
+3.7%
Q1 2018$471,000
+3.3%
2,8000.0%0.05%
+8.0%
Q4 2017$456,000
+8.6%
2,8000.0%0.05%
+4.2%
Q3 2017$420,000
+7.4%
2,8000.0%0.05%
+4.3%
Q2 2017$391,000
+3.4%
2,8000.0%0.05%0.0%
Q1 2017$378,000
+12.2%
2,8000.0%0.05%
+4.5%
Q4 2016$337,000
+1.2%
2,8000.0%0.04%
+2.3%
Q3 2016$333,000
+12.9%
2,8000.0%0.04%
+13.2%
Q2 2016$295,000
-3.0%
2,8000.0%0.04%
-5.0%
Q1 2016$304,000
+1.3%
2,8000.0%0.04%
-2.4%
Q4 2015$300,000
+8.3%
2,8000.0%0.04%
+5.1%
Q3 2015$277,000
-5.5%
2,8000.0%0.04%
+5.4%
Q2 2015$293,000
-0.3%
2,8000.0%0.04%0.0%
Q1 2015$294,000
+0.7%
2,8000.0%0.04%
+2.8%
Q4 2014$292,000
+3.5%
2,8000.0%0.04%0.0%
Q3 2014$282,000
+4.1%
2,8000.0%0.04%
+5.9%
Q2 2014$271,000
-46.9%
2,800
-50.0%
0.03%0.0%
Q1 2014$510,000
+105.6%
5,600
+100.0%
0.03%
+3.0%
Q4 2013$248,000
+12.2%
2,8000.0%0.03%
+6.5%
Q3 2013$221,000
+7.3%
2,8000.0%0.03%0.0%
Q2 2013$206,0002,8000.03%
Other shareholders
ISHARES TR shareholders Q2 2015
NameSharesValueWeighting ↓
Pinnacle Advisory Group, Inc. 679,991$131,932,0009.09%
MONROE BANK & TRUST/MI 75,583$14,665,0004.52%
Quantitative Advantage, LLC 71,924$13,955,0003.88%
SPC Financial, Inc. 86,317$16,747,0003.35%
Pinnacle Family Advisors, LLC 30,678$5,952,0003.14%
Peachtree Investment Advisors, Inc. 21,923$4,254,0002.90%
Stillwater Capital Advisors, LLC 59,570$11,558,0002.40%
HOWARD CAPITAL MANAGEMENT 91,136$17,682,0002.36%
FIRST UNITED BANK & TRUST 15,151$2,940,0001.84%
New Potomac Partners, LLC 9,380$1,820,0001.69%
View complete list of ISHARES TR shareholders