Veritable, L.P. - 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
Veritable, L.P. ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$5,723,405
+17.3%
52,5710.0%0.09%
+11.2%
Q1 2023$4,879,115
+10.0%
52,571
-11.7%
0.08%
+5.3%
Q4 2022$4,436,997
+1.8%
59,565
+0.2%
0.08%
-10.6%
Q3 2022$4,360,000
-12.2%
59,419
-4.3%
0.08%
-4.5%
Q2 2022$4,964,000
-23.7%
62,089
-1.7%
0.09%
-11.0%
Q1 2022$6,508,000
-10.6%
63,164
-0.3%
0.10%
-7.4%
Q4 2021$7,277,000
+13.4%
63,3790.0%0.11%
+4.9%
Q3 2021$6,418,000
+1.9%
63,3790.0%0.10%
+2.0%
Q2 2021$6,300,000
+13.4%
63,3790.0%0.10%
+6.3%
Q1 2021$5,558,000
-1.3%
63,379
-4.3%
0.10%
-7.8%
Q4 2020$5,632,000
+13.0%
66,196
+300.0%
0.10%
+3.0%
Q3 2020$4,982,000
+10.8%
16,549
-0.7%
0.10%
+3.1%
Q2 2020$4,495,000
+38.1%
16,660
+4.6%
0.10%
+22.8%
Q1 2020$3,255,000
-10.6%
15,924
+1.8%
0.08%
+17.9%
Q4 2019$3,639,000
+14.7%
15,644
+0.7%
0.07%
+8.1%
Q3 2019$3,172,000
+3.2%
15,5330.0%0.06%
+1.6%
Q2 2019$3,074,000
+3.8%
15,5330.0%0.06%
+1.7%
Q1 2019$2,961,000
+19.2%
15,5330.0%0.06%
+5.3%
Q4 2018$2,484,000
-17.6%
15,5330.0%0.06%
-6.6%
Q3 2018$3,014,000
+20.8%
15,533
+11.0%
0.06%
+15.1%
Q2 2018$2,496,000
+6.0%
14,0000.0%0.05%
+3.9%
Q1 2018$2,355,000
+3.3%
14,0000.0%0.05%
+10.9%
Q4 2017$2,279,000
+8.6%
14,0000.0%0.05%
+4.5%
Q3 2017$2,099,000
+7.3%
14,0000.0%0.04%
-2.2%
Q2 2017$1,956,000
+8.8%
14,000
+5.3%
0.04%
+4.7%
Q1 2017$1,798,000
+12.4%
13,3000.0%0.04%
+10.3%
Q4 2016$1,599,000
+1.0%
13,3000.0%0.04%
-2.5%
Q3 2016$1,583,000
+13.1%
13,3000.0%0.04%
+11.1%
Q2 2016$1,400,000
-3.0%
13,3000.0%0.04%
-5.3%
Q1 2016$1,443,000
+1.4%
13,3000.0%0.04%
-2.6%
Q4 2015$1,423,000
+8.2%
13,3000.0%0.04%0.0%
Q3 2015$1,315,000
-5.5%
13,3000.0%0.04%
+2.6%
Q2 2015$1,392,000
-4.1%
13,300
-3.8%
0.04%
+26.7%
Q1 2015$1,452,000
+0.6%
13,8300.0%0.03%0.0%
Q4 2014$1,444,000
+3.6%
13,8300.0%0.03%0.0%
Q3 2014$1,394,000
+4.0%
13,8300.0%0.03%
+7.1%
Q2 2014$1,340,000
+6.4%
13,8300.0%0.03%
+3.7%
Q1 2014$1,259,000
+2.9%
13,8300.0%0.03%0.0%
Q4 2013$1,223,000
+12.2%
13,8300.0%0.03%
+3.8%
Q3 2013$1,090,000
-7.9%
13,830
-14.0%
0.03%
-7.1%
Q2 2013$1,184,000
+5.3%
16,080
+4.9%
0.03%0.0%
Q1 2013$1,124,000
-2.8%
15,330
-6.3%
0.03%
-15.2%
Q4 2012$1,156,00016,3530.03%
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