Chesley Taft & Associates LLC - 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
Chesley Taft & Associates LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,007,232
-3.6%
9,6000.0%0.06%
+1.6%
Q2 2023$1,045,152
+17.3%
9,6000.0%0.06%
+10.3%
Q1 2023$890,976
+22.1%
9,600
-2.0%
0.06%
+16.0%
Q4 2022$730,002
+21.3%
9,800
+19.5%
0.05%
+13.6%
Q3 2022$602,000
-8.2%
8,2000.0%0.04%
-2.2%
Q2 2022$656,000
-18.1%
8,200
-2.4%
0.04%
-4.3%
Q1 2022$801,000
-16.9%
8,4000.0%0.05%
-6.0%
Q4 2021$964,000
+13.3%
8,4000.0%0.05%
+2.0%
Q3 2021$851,000
+1.9%
8,4000.0%0.05%
+2.1%
Q2 2021$835,000
+8.6%
8,4000.0%0.05%
+4.3%
Q1 2021$769,000
+7.6%
8,4000.0%0.05%0.0%
Q4 2020$715,000
+11.7%
8,400
+295.3%
0.05%
+2.2%
Q3 2020$640,000
+10.3%
2,125
-1.2%
0.04%
+2.3%
Q2 2020$580,000
+32.1%
2,1500.0%0.04%
+10.0%
Q1 2020$439,000
-12.2%
2,1500.0%0.04%
+11.1%
Q4 2019$500,000
+13.9%
2,1500.0%0.04%
+5.9%
Q3 2019$439,000
+3.3%
2,1500.0%0.03%
+3.0%
Q2 2019$425,000
+2.4%
2,150
-1.1%
0.03%
-5.7%
Q1 2019$415,000
+19.3%
2,1750.0%0.04%
+2.9%
Q4 2018$348,000
-20.4%
2,175
-3.3%
0.03%
-2.9%
Q3 2018$437,000
+6.6%
2,250
-2.2%
0.04%0.0%
Q2 2018$410,000
+5.9%
2,3000.0%0.04%
+2.9%
Q1 2018$387,000
+3.5%
2,3000.0%0.03%
+6.2%
Q4 2017$374,000
+6.2%
2,300
-2.1%
0.03%
+6.7%
Q3 2017$352,000
+7.3%
2,3500.0%0.03%0.0%
Q2 2017$328,000
+3.1%
2,3500.0%0.03%0.0%
Q1 2017$318,000
+12.4%
2,3500.0%0.03%
+7.1%
Q4 2016$283,000
+1.1%
2,3500.0%0.03%0.0%
Q3 2016$280,000
+13.4%
2,3500.0%0.03%
+12.0%
Q2 2016$247,000
-3.1%
2,3500.0%0.02%
-7.4%
Q1 2016$255,000
-4.9%
2,350
-6.0%
0.03%
-3.6%
Q4 2015$268,000
+8.5%
2,5000.0%0.03%
+3.7%
Q3 2015$247,000
-12.7%
2,500
-7.4%
0.03%
-6.9%
Q2 2015$283,0000.0%2,7000.0%0.03%0.0%
Q1 2015$283,000
+0.4%
2,7000.0%0.03%0.0%
Q4 2014$282,000
+3.7%
2,7000.0%0.03%
+3.6%
Q3 2014$272,000
+34.0%
2,700
+28.6%
0.03%
+33.3%
Q2 2014$203,0002,1000.02%
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