Maryland Capital Management - ISHARES TR ownership

ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 496 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is 0.89 and the average weighting 0.3%.

Quarter-by-quarter ownership
Maryland Capital Management ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$217,000
-8.4%
2,9640.0%0.02%
-5.3%
Q2 2022$237,000
-22.3%
2,9640.0%0.02%0.0%
Q1 2022$305,000
-10.3%
2,9640.0%0.02%
+5.6%
Q4 2021$340,000
+13.3%
2,9640.0%0.02%0.0%
Q3 2021$300,000
+1.7%
2,9640.0%0.02%0.0%
Q2 2021$295,000
+13.5%
2,9640.0%0.02%
+5.9%
Q1 2021$260,000
+3.2%
2,9640.0%0.02%
-5.6%
Q4 2020$252,000
+13.0%
2,964
+300.0%
0.02%0.0%
Q3 2020$223,000
-83.1%
741
-89.1%
0.02%
-89.5%
Q3 2018$1,319,000
+6.3%
6,796
-2.4%
0.17%
-0.6%
Q2 2018$1,241,000
+8.3%
6,963
+2.2%
0.17%
+4.8%
Q1 2018$1,146,000
+20.9%
6,811
+17.0%
0.16%
+17.9%
Q4 2017$948,000
+70.2%
5,823
+56.9%
0.14%
+62.8%
Q3 2017$557,000
+16.5%
3,712
+8.5%
0.09%
+24.6%
Q2 2017$478,000
+6.7%
3,420
+3.2%
0.07%
+3.0%
Q1 2017$448,000
+37.0%
3,315
+22.0%
0.07%
+34.0%
Q4 2016$327,0002,7180.05%
Other shareholders
ISHARES TR shareholders Q3 2020
NameSharesValueWeighting ↓
PGIM Custom Harvest LLC 4,262,531$395,605,50216.42%
Mendel Capital Management LLC 118,534$11,001,1119.94%
Buttonwood Financial Group, LLC 94,654$8,784,7568.76%
Pariax, LLC 29,138$2,704,2988.23%
Signature Wealth Management Partners, LLC 73,245$6,797,9346.31%
Stonebridge Financial Planning Group, LLC 88,217$8,187,4535.28%
EWG Elevate Inc. 126,857$11,773,6235.02%
Quantitative Advantage, LLC 356,495$33,086,3114.80%
West Wealth Group, LLC 96,739$8,978,3054.16%
COTTONWOOD CAPITAL ADVISORS, LLC 46,688$4,333,1033.99%
View complete list of ISHARES TR shareholders