Financial Architects, Inc - ISHARES TR ownership

ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 559 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 0.47 and the average weighting 0.3%.

Quarter-by-quarter ownership
Financial Architects, Inc ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$1,053,603
+17.3%
9,678
+0.0%
0.16%
+10.4%
Q1 2023$897,969
+24.6%
9,675
+0.0%
0.14%
+20.0%
Q4 2022$720,419
+1.6%
9,671
+0.1%
0.12%
-3.2%
Q3 2022$709,000
-30.2%
9,659
-2.1%
0.12%
-15.1%
Q1 2022$1,016,000
-10.2%
9,863
+0.0%
0.15%
-4.6%
Q4 2021$1,132,000
+13.4%
9,861
+0.1%
0.15%
+5.5%
Q3 2021$998,000
+6.5%
9,855
+4.5%
0.14%
+7.4%
Q2 2021$937,000
+13.4%
9,427
+0.0%
0.14%
+4.7%
Q1 2021$826,000
+3.0%
9,4240.0%0.13%
-12.8%
Q4 2020$802,000
+10.0%
9,424
+289.3%
0.15%
-8.1%
Q3 2020$729,000
+11.6%
2,4210.0%0.16%
+7.3%
Q2 2020$653,000
+31.9%
2,4210.0%0.15%
+10.3%
Q1 2020$495,000
-14.9%
2,421
-3.2%
0.14%
+7.9%
Q4 2019$582,000
+13.9%
2,5020.0%0.13%
+5.9%
Q3 2019$511,000
-8.3%
2,502
-11.1%
0.12%
+14.4%
Q2 2019$557,000
+0.9%
2,813
-2.9%
0.10%
+10.6%
Q1 2019$552,000
+6.6%
2,897
-10.5%
0.09%
-5.1%
Q4 2018$518,000
-18.6%
3,236
-1.2%
0.10%
-4.8%
Q3 2018$636,000
+8.9%
3,2760.0%0.10%0.0%
Q2 2018$584,000
+6.0%
3,2760.0%0.10%
-3.7%
Q1 2018$551,000
+1.5%
3,276
-1.8%
0.11%
+18.7%
Q4 2017$543,000
+8.6%
3,3360.0%0.09%
+2.2%
Q3 2017$500,000
+0.2%
3,336
-6.7%
0.09%0.0%
Q2 2017$499,000
-2.2%
3,575
-5.3%
0.09%
-1.1%
Q1 2017$510,000
+0.8%
3,775
-10.3%
0.09%
-24.4%
Q4 2016$506,000
+1.0%
4,2080.0%0.12%
-11.2%
Q3 2016$501,000
+13.1%
4,2080.0%0.13%
+7.2%
Q2 2016$443,000
-4.5%
4,208
-1.6%
0.12%
-24.7%
Q1 2016$464,000
+1.3%
4,277
-0.1%
0.17%
-9.3%
Q4 2015$458,000
+8.3%
4,2810.0%0.18%
+2.2%
Q3 2015$423,000
-13.0%
4,281
-7.9%
0.18%
+2.3%
Q2 2015$486,000
-0.4%
4,646
-0.2%
0.18%
-7.4%
Q1 2015$488,000
-14.1%
4,653
-14.5%
0.19%
-23.8%
Q4 2014$568,000
+10.5%
5,440
+6.7%
0.25%
-1.6%
Q3 2014$514,000
+13.2%
5,097
+8.7%
0.25%
+15.1%
Q2 2014$454,000
+3.2%
4,689
-3.0%
0.22%
-16.7%
Q1 2014$440,000
+94.7%
4,836
+88.9%
0.26%
+99.2%
Q4 2013$226,000
+30.6%
2,560
+16.6%
0.13%
+17.9%
Q3 2013$173,000
+61.7%
2,195
+51.4%
0.11%
+41.8%
Q2 2013$107,0001,4500.08%
Other shareholders
ISHARES TR shareholders Q4 2020
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