BINGHAM OSBORN & SCARBOROUGH LLC - ISHARES TR ownership

ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 735 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.17 and the average weighting 0.4%.

Quarter-by-quarter ownership
BINGHAM OSBORN & SCARBOROUGH LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2021$785,000
+1.9%
7,7510.0%0.06%
+1.9%
Q2 2021$770,000
+13.2%
7,7510.0%0.05%
+3.8%
Q1 2021$680,000
-2.7%
7,751
-5.6%
0.05%
-7.1%
Q4 2020$699,000
-28.5%
8,211
+152.6%
0.06%
-24.3%
Q3 2020$978,000
+11.5%
3,2500.0%0.07%
+4.2%
Q2 2020$877,000
+32.1%
3,2500.0%0.07%
+9.2%
Q1 2020$664,000
-12.2%
3,2500.0%0.06%
+4.8%
Q4 2019$756,000
+13.9%
3,2500.0%0.06%
+5.1%
Q3 2019$664,000
+3.3%
3,2500.0%0.06%
+3.5%
Q2 2019$643,000
+3.9%
3,2500.0%0.06%0.0%
Q1 2019$619,000
+19.0%
3,2500.0%0.06%
+7.5%
Q4 2018$520,000
-25.5%
3,250
-9.7%
0.05%
-14.5%
Q3 2018$698,000
+8.7%
3,6000.0%0.06%
+1.6%
Q2 2018$642,000
+3.4%
3,600
-2.4%
0.06%
+3.4%
Q1 2018$621,000
-37.5%
3,690
-39.5%
0.06%
-34.4%
Q4 2017$993,000
+18.2%
6,098
+8.8%
0.09%
+13.9%
Q3 2017$840,000
+5.9%
5,604
-1.2%
0.08%
+3.9%
Q2 2017$793,000
+3.4%
5,6720.0%0.08%0.0%
Q1 2017$767,000
+12.5%
5,6720.0%0.08%
+5.6%
Q4 2016$682,000
+1.0%
5,6720.0%0.07%
+1.4%
Q3 2016$675,000
+13.1%
5,6720.0%0.07%
+4.4%
Q2 2016$597,000
-2.9%
5,6720.0%0.07%
-5.6%
Q1 2016$615,000
+1.3%
5,6720.0%0.07%
-2.7%
Q4 2015$607,000
+2.7%
5,672
-5.2%
0.07%0.0%
Q3 2015$591,000
-5.6%
5,9800.0%0.07%
-2.6%
Q2 2015$626,000
-5.7%
5,980
-5.5%
0.08%
-3.8%
Q1 2015$664,000
+0.5%
6,3300.0%0.08%
-1.2%
Q4 2014$661,000
+3.6%
6,3300.0%0.08%0.0%
Q3 2014$638,000
+0.9%
6,330
-2.9%
0.08%
-4.8%
Q2 2014$632,000
+6.4%
6,5200.0%0.08%
+1.2%
Q1 2014$594,000
+1.2%
6,520
-1.7%
0.08%
-2.4%
Q4 2013$587,000
+2.6%
6,633
-8.6%
0.08%
-6.6%
Q3 2013$572,000
-0.7%
7,256
-7.2%
0.09%
-8.1%
Q2 2013$576,0007,8230.10%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
Pinnacle Advisory Group, Inc. 426,406$84,382,0005.84%
MONROE BANK & TRUST/MI 73,780$14,600,0004.89%
Quantitative Advantage, LLC 64,686$12,801,0003.55%
SPC Financial, Inc. 86,610$17,139,0003.45%
Fulcrum Equity Management 24,878$4,971,0002.37%
New Potomac Partners, LLC 10,047$1,988,0002.02%
WealthBridge Capital Management, LLC 13,625$2,179,0001.99%
Stillwater Capital Advisors, LLC 39,392$7,795,0001.93%
HOWARD CAPITAL MANAGEMENT 69,665$13,786,0001.88%
FIRST UNITED BANK & TRUST 12,344$2,443,0001.44%
View complete list of ISHARES TR shareholders