Hartford Financial Management Inc. - ISHARES TR ownership

ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 809 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 1.51 and the average weighting 0.4%.

Quarter-by-quarter ownership
Hartford Financial Management Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q1 2019$17,000
+21.4%
900.0%0.01%
+20.0%
Q4 2018$14,000
-17.6%
900.0%0.01%
-16.7%
Q3 2018$17,000
+6.2%
900.0%0.01%0.0%
Q2 2018$16,000
+6.7%
900.0%0.01%
-25.0%
Q1 2018$15,000
+7.1%
900.0%0.01%
+14.3%
Q4 2017$14,000
+7.7%
900.0%0.01%0.0%
Q3 2017$13,000
+8.3%
900.0%0.01%
+40.0%
Q2 2017$12,000
+9.1%
900.0%0.01%
-28.6%
Q4 2016$11,000
+10.0%
900.0%0.01%
+16.7%
Q3 2016$10,000
+11.1%
900.0%0.01%
+20.0%
Q2 2016$9,0000.0%900.0%0.01%
-16.7%
Q1 2016$9,0000.0%900.0%0.01%0.0%
Q4 2015$9,000
+12.5%
900.0%0.01%
+20.0%
Q3 2015$8,000
-11.1%
900.0%0.01%0.0%
Q2 2015$9,0000.0%900.0%0.01%
-16.7%
Q4 2014$9,0000.0%900.0%0.01%
+20.0%
Q3 2014$9,000
+12.5%
900.0%0.01%0.0%
Q2 2014$8,0000.0%900.0%0.01%0.0%
Q1 2014$8,000
+14.3%
900.0%0.01%0.0%
Q4 2013$7,0000.0%900.0%0.01%0.0%
Q3 2013$7,0000.0%900.0%0.01%0.0%
Q2 2013$7,000900.01%
Other shareholders
ISHARES TR shareholders Q3 2023
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