DIVIDEND ASSETS CAPITAL, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 631 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.14 and the average weighting 0.3%.

Quarter-by-quarter ownership
DIVIDEND ASSETS CAPITAL, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$7,000
-75.0%
100
-71.4%
0.00%
-66.7%
Q2 2022$28,000
-46.2%
350
-30.0%
0.01%
-40.0%
Q1 2022$52,000
-24.6%
500
-16.7%
0.01%
-23.1%
Q4 2021$69,000
+13.1%
6000.0%0.01%
+8.3%
Q3 2021$61,000
+1.7%
6000.0%0.01%0.0%
Q2 2021$60,000
+13.2%
6000.0%0.01%
+20.0%
Q1 2021$53,000
+3.9%
6000.0%0.01%0.0%
Q4 2020$51,000
+13.3%
600
+300.0%
0.01%
-9.1%
Q3 2020$45,000
+12.5%
1500.0%0.01%
+37.5%
Q2 2020$40,000
+29.0%
1500.0%0.01%0.0%
Q1 2020$31,000
-11.4%
1500.0%0.01%
+33.3%
Q4 2019$35,000
+12.9%
1500.0%0.01%
+20.0%
Q3 2019$31,000
+3.3%
1500.0%0.01%0.0%
Q2 2019$30,000
-69.7%
150
-84.0%
0.01%
+66.7%
Q2 2016$99,000
+4.2%
9380.0%0.00%
+50.0%
Q3 2014$95,000
+1.1%
938
-3.8%
0.00%
-33.3%
Q2 2014$94,000
+5.6%
9750.0%0.00%0.0%
Q1 2014$89,000
+3.5%
9750.0%0.00%0.0%
Q4 2013$86,000
+11.7%
9750.0%0.00%0.0%
Q3 2013$77,000
+6.9%
9750.0%0.00%0.0%
Q2 2013$72,0009750.00%
Other shareholders
ISHARES TR shareholders Q3 2021
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