FIRST UNITED BANK & TRUST - 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
FIRST UNITED BANK & TRUST ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,947,301
-5.0%
18,560
-1.4%
0.91%
-0.4%
Q2 2023$2,049,888
+16.1%
18,829
-1.1%
0.91%
+9.9%
Q1 2023$1,766,057
+24.2%
19,029
-0.3%
0.83%
+19.3%
Q4 2022$1,422,359
+0.1%
19,095
-1.4%
0.69%
-2.9%
Q3 2022$1,421,000
-8.6%
19,366
-0.4%
0.72%
+0.1%
Q2 2022$1,554,000
-23.7%
19,436
-1.6%
0.71%
-10.8%
Q1 2022$2,036,000
-19.0%
19,761
-9.8%
0.80%
-13.8%
Q4 2021$2,514,000
+10.9%
21,896
-2.2%
0.93%
+0.4%
Q3 2021$2,267,000
-0.8%
22,391
-2.6%
0.92%
-3.3%
Q2 2021$2,285,000
+1.6%
22,991
-10.4%
0.96%
-0.5%
Q1 2021$2,250,000
-0.1%
25,656
-3.1%
0.96%
-11.7%
Q4 2020$2,253,000
+8.9%
26,481
+285.5%
1.09%
-6.0%
Q3 2020$2,068,000
-8.3%
6,869
-17.8%
1.16%
-13.1%
Q2 2020$2,254,000
+28.7%
8,354
-2.5%
1.33%
+6.6%
Q1 2020$1,751,000
-14.3%
8,568
-2.4%
1.25%
+6.4%
Q4 2019$2,042,000
+8.2%
8,781
-5.0%
1.18%
-0.8%
Q3 2019$1,888,000
-22.7%
9,246
-25.1%
1.18%
-17.9%
Q2 2019$2,443,000
-2.9%
12,344
-6.5%
1.44%
-7.0%
Q1 2019$2,517,000
+5.2%
13,208
-11.7%
1.55%
-7.6%
Q4 2018$2,393,000
-18.6%
14,960
-1.3%
1.68%
-8.8%
Q3 2018$2,940,000
+6.0%
15,151
-2.6%
1.84%
+0.2%
Q2 2018$2,774,000
+4.3%
15,563
-1.6%
1.84%
+5.1%
Q1 2018$2,660,000
+0.5%
15,813
-2.7%
1.75%
+1.3%
Q4 2017$2,646,000
-10.0%
16,258
-17.1%
1.73%
-12.2%
Q3 2017$2,940,000
+1.8%
19,610
-5.1%
1.97%
+0.6%
Q2 2017$2,888,000
+0.7%
20,673
-2.6%
1.96%
-2.7%
Q1 2017$2,869,000
+10.2%
21,226
-2.0%
2.01%
+2.4%
Q4 2016$2,604,000
-4.7%
21,652
-5.7%
1.96%
-13.1%
Q3 2016$2,733,000
+12.7%
22,969
-0.3%
2.26%
+7.5%
Q2 2016$2,426,000
-3.3%
23,040
-0.3%
2.10%
-8.8%
Q1 2016$2,509,000
-2.6%
23,120
-3.9%
2.31%
-0.9%
Q4 2015$2,576,000
+7.8%
24,065
-0.4%
2.33%
-0.1%
Q3 2015$2,389,000
-5.4%
24,155
+0.1%
2.33%
+1.1%
Q2 2015$2,526,000
+0.4%
24,130
+0.7%
2.30%
+1.0%
Q1 2015$2,515,000
-0.4%
23,960
-0.9%
2.28%
-6.1%
Q4 2014$2,524,000
+10.7%
24,180
+6.9%
2.43%
+4.3%
Q3 2014$2,280,000
+6.3%
22,625
+2.2%
2.33%
+4.3%
Q2 2014$2,145,000
+8.1%
22,139
+1.6%
2.23%
+4.5%
Q1 2014$1,985,000
+3.7%
21,794
+0.7%
2.14%
+0.8%
Q4 2013$1,915,000
+15.2%
21,649
+2.6%
2.12%
+5.5%
Q3 2013$1,663,000
+8.8%
21,109
+1.6%
2.01%
-2.1%
Q2 2013$1,529,00020,7732.06%
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