BOSTON FAMILY OFFICE LLC - ISHARES TR ownership

ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 680 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.02 and the average weighting 0.3%.

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 Q1 2022
NameSharesValueWeighting ↓
Mendel Capital Management LLC 138,334$15,884,00014.58%
Danda Trouve Investment Management, Inc. 70,944$8,146,0009.23%
Nauset Wealth Management. LLC 81,768$9,389,0008.95%
Signature Wealth Management Partners, LLC 82,582$9,482,0008.04%
Pariax, LLC 72,950$8,376,0007.90%
First Citizens Financial Corp 86,837$9,971,0007.29%
Ciovacco Capital Management LLC 98,055$11,259,0006.79%
Quantitative Advantage, LLC 369,870$42,468,0006.56%
Stonebridge Financial Planning Group, LLC 104,933$10,707,0005.62%
Portfolio Strategies, Inc. 185,814$21,336,0003.98%
View complete list of ISHARES TR shareholders