Baldwin Investment Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 618 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.00 and the average weighting 0.3%.

Quarter-by-quarter ownership
Baldwin Investment Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$254,956
-3.6%
2,4300.0%0.04%
-2.3%
Q2 2023$264,554
+14.0%
2,430
-2.8%
0.04%
+7.3%
Q1 2023$232,025
-10.1%
2,5000.0%0.04%
+5.1%
Q1 2022$258,000
-10.1%
2,5000.0%0.04%
-13.3%
Q4 2021$287,000
+9.1%
2,500
-3.8%
0.04%
-2.2%
Q3 2021$263,000
+1.9%
2,6000.0%0.05%
+4.5%
Q2 2021$258,000
+13.2%
2,6000.0%0.04%
+4.8%
Q1 2021$228,000
+3.2%
2,6000.0%0.04%
-4.5%
Q4 2020$221,0002,6000.04%
Other shareholders
ISHARES TR shareholders Q2 2022
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