Capital Directions Investment Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 690 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
Capital Directions Investment Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2022$109,053
+1.9%
1,4640.04%0.0%
Q3 2022$107,000
-8.5%
0
-100.0%
0.04%
+5.1%
Q2 2022$117,000
-22.5%
1,4640.0%0.04%
-15.2%
Q1 2022$151,000
-57.0%
1,464
-57.7%
0.05%
-57.0%
Q3 2021$351,000
+2.0%
3,4640.0%0.11%
+3.9%
Q2 2021$344,000
+16.6%
3,4640.0%0.10%
+4.0%
Q4 2020$295,000
-28.2%
3,464
+153.6%
0.10%
-36.5%
Q3 2020$411,000
+47.3%
1,3660.0%0.16%
+31.1%
Q1 2020$279,000
-12.3%
1,3660.0%0.12%
+16.7%
Q4 2019$318,000
+14.0%
1,3660.0%0.10%
+10.9%
Q3 2019$279,000
+3.3%
1,3660.0%0.09%
-2.1%
Q2 2019$270,000
+3.8%
1,3660.0%0.09%
+9.3%
Q1 2019$260,000
+19.3%
1,3660.0%0.09%
+14.7%
Q4 2018$218,000
-17.7%
1,3660.0%0.08%
-6.2%
Q3 2018$265,000
+8.6%
1,3660.0%0.08%
-29.8%
Q2 2018$244,000
+45.2%
1,366
+36.6%
0.11%
+115.1%
Q1 2018$168,000
+3.1%
1,0000.0%0.05%
+3.9%
Q4 2017$163,000
+8.7%
1,0000.0%0.05%
+6.2%
Q3 2017$150,000
+7.1%
1,0000.0%0.05%0.0%
Q2 2017$140,000
+150.0%
1,000
+72.1%
0.05%
+128.6%
Q2 2014$56,0005810.02%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Mendel Capital Management LLC 122,332$8,975,00010.54%
Pariax, LLC 83,993$6,163,0007.08%
Signature Wealth Management Partners, LLC 83,320$6,113,0006.73%
First Citizens Financial Corp 86,728$6,363,0006.26%
Hobart Private Capital, LLC 107,863$7,913,9085.68%
Stonebridge Financial Planning Group, LLC 97,077$7,123,0004.98%
Quantitative Advantage, LLC 354,674$26,022,0004.56%
Danda Trouve Investment Management, Inc. 30,688$2,252,0004.16%
Portfolio Strategies, Inc. 190,370$13,949,0003.58%
COTTONWOOD CAPITAL ADVISORS, LLC 47,561$3,490,0003.32%
View complete list of ISHARES TR shareholders