Cutter & CO Brokerage, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 680 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.02 and the average weighting 0.3%.

Quarter-by-quarter ownership
Cutter & CO Brokerage, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$510,214
-3.6%
4,8630.0%0.15%
-4.5%
Q2 2023$529,422
+22.6%
4,863
+4.5%
0.16%
+15.6%
Q1 2023$431,822
+20.5%
4,653
-3.3%
0.14%
+11.6%
Q4 2022$358,385
-13.4%
4,811
-14.7%
0.12%
-21.4%
Q3 2022$414,000
-18.2%
5,643
-10.8%
0.15%
-11.0%
Q2 2022$506,000
-42.3%
6,326
-25.7%
0.17%
-33.7%
Q1 2022$877,000
-34.9%
8,511
-27.5%
0.26%
-29.3%
Q4 2021$1,347,000
+7.6%
11,734
-5.1%
0.37%
+23.4%
Q3 2021$1,252,000
-1.6%
12,365
-3.5%
0.30%
+2.0%
Q2 2021$1,273,000
+7.7%
12,808
-5.0%
0.29%
+1.4%
Q1 2021$1,182,000
+4.3%
13,480
+1.2%
0.29%
-3.0%
Q4 2020$1,133,000
+19.9%
13,318
+324.4%
0.30%
+6.4%
Q3 2020$945,000
+11.2%
3,138
-0.4%
0.28%
+1.1%
Q2 2020$850,000
+55.4%
3,150
+17.7%
0.28%
+34.5%
Q1 2020$547,000
-42.4%
2,676
-34.4%
0.21%
-38.1%
Q4 2019$949,000
+7.5%
4,079
-5.6%
0.33%
+17.3%
Q3 2019$883,000
-0.1%
4,323
-3.2%
0.28%
+1.8%
Q2 2019$884,000
-3.4%
4,468
-6.9%
0.28%
+7.3%
Q1 2019$915,000
+23.3%
4,799
+3.4%
0.26%
-7.8%
Q4 2018$742,0000.0%4,639
+21.3%
0.28%
+11.5%
Q3 2018$742,000
+17.6%
3,824
+8.1%
0.25%
+4.1%
Q2 2018$631,000
+2.6%
3,537
-3.2%
0.24%0.0%
Q1 2018$615,000
+8.8%
3,653
+5.3%
0.24%
+4.7%
Q4 2017$565,000
+4.1%
3,469
-4.1%
0.23%
+7.9%
Q3 2017$543,000
+10.6%
3,619
+3.1%
0.22%
+11.4%
Q2 2017$491,000
+17.2%
3,511
+13.3%
0.19%
+11.6%
Q1 2017$419,000
+6.6%
3,099
-5.1%
0.17%
+6.1%
Q4 2016$393,000
+6.2%
3,267
+5.1%
0.16%
+1.2%
Q3 2016$370,000
+16.7%
3,109
+3.4%
0.16%
+19.3%
Q2 2016$317,000
-5.7%
3,007
-3.0%
0.14%
-12.9%
Q1 2016$336,000
-25.8%
3,101
-26.7%
0.16%
-26.9%
Q4 2015$453,000
+116.7%
4,231
+100.1%
0.21%
+105.8%
Q3 2015$209,000
-61.4%
2,114
-59.1%
0.10%
-52.1%
Q2 2015$541,000
-1.6%
5,165
-1.5%
0.22%
-4.0%
Q1 2015$550,000
+59.9%
5,241
+59.1%
0.22%
+71.0%
Q4 2014$344,000
+6.5%
3,295
+2.7%
0.13%
+5.6%
Q3 2014$323,000
+43.6%
3,208
+38.3%
0.12%
+49.4%
Q2 2014$225,0002,3200.08%
Other shareholders
ISHARES TR shareholders Q1 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