SONATA CAPITAL GROUP INC - ISHARES TR ownership

ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 729 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.17 and the average weighting 0.3%.

Quarter-by-quarter ownership
SONATA CAPITAL GROUP INC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,202
-3.7%
11,4600.0%0.64%
-0.5%
Q2 2023$1,248
+15.3%
11,460
-1.7%
0.64%
+10.3%
Q1 2023$1,082
+24.5%
11,6600.0%0.58%
+21.1%
Q4 2022$869
-99.9%
11,660
-2.5%
0.48%
-0.2%
Q3 2022$878,000
-8.2%
11,9600.0%0.48%
-2.6%
Q2 2022$956,000
-22.4%
11,9600.0%0.50%
-8.6%
Q1 2022$1,232,000
-10.3%
11,9600.0%0.54%
-5.4%
Q4 2021$1,373,000
+13.4%
11,9600.0%0.58%
+5.9%
Q3 2021$1,211,000
+2.7%
11,960
+0.8%
0.54%
+1.3%
Q2 2021$1,179,000
+13.4%
11,8600.0%0.54%
+7.4%
Q1 2021$1,040,000
+2.1%
11,860
-1.0%
0.50%
-1.0%
Q4 2020$1,019,000
+13.0%
11,980
+300.0%
0.50%
-4.2%
Q3 2020$902,000
+11.6%
2,9950.0%0.53%
+2.7%
Q2 2020$808,000
+32.0%
2,9950.0%0.51%
+11.1%
Q1 2020$612,000
-20.1%
2,995
-9.1%
0.46%
-0.4%
Q4 2019$766,000
+13.8%
3,2950.0%0.46%
+1.5%
Q3 2019$673,000
-12.7%
3,295
-15.4%
0.46%
-14.6%
Q2 2019$771,000
-9.0%
3,895
-12.4%
0.53%
-15.4%
Q1 2019$847,000
+14.0%
4,445
-4.3%
0.63%
+4.1%
Q4 2018$743,000
-22.5%
4,645
-6.1%
0.61%
-6.8%
Q3 2018$959,000
+8.7%
4,9450.0%0.65%
+2.5%
Q2 2018$882,000
+6.0%
4,9450.0%0.63%
+3.9%
Q1 2018$832,000
-15.4%
4,945
-18.2%
0.61%
-14.1%
Q4 2017$984,000
+2.6%
6,045
-5.5%
0.71%
-0.4%
Q3 2017$959,000
+7.3%
6,3950.0%0.71%
+7.1%
Q2 2017$894,000
+3.5%
6,3950.0%0.67%
+2.3%
Q1 2017$864,000
+7.3%
6,395
-4.5%
0.65%
+3.8%
Q4 2016$805,000
-13.3%
6,695
-14.1%
0.63%
-17.0%
Q3 2016$928,000
+13.0%
7,7950.0%0.76%
+7.9%
Q2 2016$821,000
-7.1%
7,795
-4.4%
0.70%
-8.5%
Q1 2016$884,000
+1.4%
8,1500.0%0.76%
-0.1%
Q4 2015$872,000
+8.2%
8,1500.0%0.77%
+2.4%
Q3 2015$806,000
-5.5%
8,1500.0%0.75%
+2.0%
Q2 2015$853,000
-0.2%
8,1500.0%0.73%
-2.4%
Q1 2015$855,000
-3.1%
8,150
-3.6%
0.75%
-6.1%
Q4 2014$882,0008,4500.80%
Other shareholders
ISHARES TR shareholders Q4 2021
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