Brinker Capital Investments, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 216 filers reported holding ISHARES TR in Q4 2015. The put-call ratio across all filers is 0.49 and the average weighting 0.4%.

Quarter-by-quarter ownership
Brinker Capital Investments, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2022$798,289
+253.2%
10,717
+278.4%
0.02%
+300.0%
Q2 2022$226,000
-16.0%
2,832
+8.6%
0.00%0.0%
Q1 2022$269,000
-10.0%
2,6070.0%0.00%0.0%
Q4 2021$299,000
+15.4%
2,607
+0.0%
0.00%0.0%
Q3 2021$259,0000.0%2,6060.0%0.00%
+33.3%
Q2 2021$259,000
-6.8%
2,606
-17.9%
0.00%
-25.0%
Q1 2021$278,000
-42.0%
3,174
-43.6%
0.00%
-42.9%
Q4 2020$479,000
+125.9%
5,628
+698.3%
0.01%
+75.0%
Q3 2020$212,000
+2020.0%
705
+565.1%
0.00%
Q3 2015$10,0001060.00%
Other shareholders
ISHARES TR shareholders Q4 2015
NameSharesValueWeighting ↓
Mendel Capital Management LLC 132,889$10,624,00011.89%
Pariax, LLC 83,514$6,677,0007.38%
Signature Wealth Management Partners, LLC 82,125$6,566,0006.72%
First Citizens Financial Corp 86,847$6,943,0006.12%
Stonebridge Financial Planning Group, LLC 98,231$7,854,0005.33%
Quantitative Advantage, LLC 367,374$29,372,0005.10%
Danda Trouve Investment Management, Inc. 30,886$2,469,0003.80%
Portfolio Strategies, Inc. 195,178$15,651,0003.65%
COTTONWOOD CAPITAL ADVISORS, LLC 48,315$3,863,0003.49%
HC Advisors, LLC 55,204$4,414,0003.14%
View complete list of ISHARES TR shareholders