DOWLING & YAHNKE LLC - ISHARES TR ownership

ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 216 filers reported holding ISHARES TR in Q4 2015. The put-call ratio across all filers is 0.49 and the average weighting 0.4%.

Quarter-by-quarter ownership
DOWLING & YAHNKE LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$782,000
-8.3%
10,6650.0%0.04%
-10.0%
Q2 2022$853,000
-24.2%
10,665
-2.3%
0.04%
-18.4%
Q1 2022$1,125,000
-6.3%
10,915
+4.3%
0.05%
-15.5%
Q4 2021$1,201,000
+6.6%
10,460
-6.0%
0.06%
-6.5%
Q3 2021$1,127,000
+1.9%
11,1300.0%0.06%
-3.1%
Q2 2021$1,106,000
+12.7%
11,130
-0.5%
0.06%
-4.5%
Q1 2021$981,000
+3.5%
11,185
+0.4%
0.07%
-1.5%
Q4 2020$948,000
+13.8%
11,140
+302.6%
0.07%
+1.5%
Q3 2020$833,000
+9.7%
2,767
-1.6%
0.07%
+4.7%
Q2 2020$759,000
+6.0%
2,812
-19.7%
0.06%
-7.2%
Q1 2020$716,000
-6.6%
3,502
+6.2%
0.07%
+16.9%
Q4 2019$767,000
+10.5%
3,297
-2.9%
0.06%
+3.5%
Q3 2019$694,000
+1.9%
3,397
-1.3%
0.06%
+1.8%
Q2 2019$681,000
+0.3%
3,442
-3.4%
0.06%
-13.8%
Q1 2019$679,000
+43.6%
3,562
+31.1%
0.06%
+32.7%
Q4 2018$473,000
-10.2%
2,7170.0%0.05%
+6.5%
Q3 2018$527,000
+8.9%
2,7170.0%0.05%
+2.2%
Q2 2018$484,000
+1.0%
2,717
-4.6%
0.04%0.0%
Q1 2018$479,000
+2.4%
2,847
-1.0%
0.04%
+7.1%
Q4 2017$468,000
+4.9%
2,875
-3.4%
0.04%
-6.7%
Q3 2017$446,000
+7.2%
2,9750.0%0.04%
+2.3%
Q2 2017$416,000
+0.5%
2,975
-2.8%
0.04%0.0%
Q1 2017$414,000
+7.3%
3,060
-4.7%
0.04%
+2.3%
Q4 2016$386,000
+1.0%
3,2100.0%0.04%
-4.4%
Q3 2016$382,000
+8.8%
3,210
-3.6%
0.04%
+7.1%
Q2 2016$351,000
-2.8%
3,3300.0%0.04%
-6.7%
Q1 2016$361,000
+1.4%
3,3300.0%0.04%0.0%
Q4 2015$356,000
+4.1%
3,330
-3.8%
0.04%
-4.3%
Q3 2015$342,000
-5.5%
3,4600.0%0.05%
+2.2%
Q2 2015$362,000
-0.3%
3,4600.0%0.05%
+2.2%
Q1 2015$363,000
-5.0%
3,460
-5.5%
0.04%
-6.2%
Q4 2014$382,000
+3.5%
3,6600.0%0.05%
-2.0%
Q3 2014$369,000
+2.5%
3,660
-1.6%
0.05%
+6.5%
Q2 2014$360,000
+6.2%
3,7200.0%0.05%
+2.2%
Q1 2014$339,000
-1.7%
3,720
-4.7%
0.04%
-8.2%
Q4 2013$345,000
+12.0%
3,9050.0%0.05%
+2.1%
Q3 2013$308,000
+4.1%
3,905
-3.0%
0.05%
-2.0%
Q2 2013$296,0004,0250.05%
Other shareholders
ISHARES TR shareholders Q4 2015
NameSharesValueWeighting ↓
PGIM Custom Harvest LLC 4,311,874$452,401,82016.70%
Mendel Capital Management LLC 110,028$11,544,1829.48%
First Citizens Financial Corp 103,824$10,893,2147.68%
Signature Wealth Management Partners, LLC 64,359$6,752,5806.60%
Stonebridge Financial Planning Group, LLC 84,401$8,855,3185.68%
Buttonwood Financial Group, LLC 75,107$7,761,0445.66%
COTTONWOOD CAPITAL ADVISORS, LLC 43,767$4,592,0684.29%
Commonwealth Financial Services, LLC 117,067$12,282,6683.65%
Pariax, LLC 10,949$1,148,7693.58%
Parker Investment Management, LLC 153,117$16,065,0363.47%
View complete list of ISHARES TR shareholders