MAI Capital Management - ISHARES TR ownership

ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 618 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.00 and the average weighting 0.3%.

Quarter-by-quarter ownership
MAI Capital Management ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,112,702
+23.2%
10,605
+27.9%
0.02%
+30.8%
Q2 2023$902,851
+23.4%
8,293
+5.2%
0.01%
+8.3%
Q1 2023$731,426
-50.6%
7,881
-60.3%
0.01%
-52.0%
Q4 2022$1,479,680
+32.4%
19,864
+30.4%
0.02%
+19.0%
Q3 2022$1,118,000
+12.4%
15,237
+22.5%
0.02%
+10.5%
Q2 2022$995,000
-19.4%
12,442
+3.8%
0.02%
-9.5%
Q1 2022$1,235,000
+6.4%
11,988
+18.6%
0.02%
+10.5%
Q4 2021$1,161,000
+28.6%
10,108
+13.3%
0.02%
+11.8%
Q3 2021$903,000
+4.0%
8,922
+2.2%
0.02%0.0%
Q2 2021$868,000
+39.1%
8,728
+22.6%
0.02%
+21.4%
Q1 2021$624,000
+79.8%
7,118
+74.4%
0.01%
+55.6%
Q4 2020$347,0004,0810.01%
Other shareholders
ISHARES TR shareholders Q2 2022
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