WMS Partners, LLC - 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
WMS Partners, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$222,011
-12.9%
2,116
-9.6%
0.02%
-10.0%
Q2 2023$254,865
+0.2%
2,341
-14.6%
0.02%
-9.1%
Q1 2023$254,393
+15.6%
2,741
-8.6%
0.02%
-26.7%
Q3 2022$220,000
-24.7%
3,000
-17.8%
0.03%
-33.3%
Q2 2022$292,000
-22.3%
3,6500.0%0.04%
-13.5%
Q1 2022$376,000
-10.3%
3,6500.0%0.05%
-41.6%
Q4 2021$419,000
-6.1%
3,650
-17.0%
0.09%
+36.9%
Q3 2021$446,000
+2.1%
4,4000.0%0.06%0.0%
Q2 2021$437,000
+13.2%
4,4000.0%0.06%
-26.1%
Q1 2021$386,000
+3.2%
4,4000.0%0.09%
+37.5%
Q4 2020$374,000
+13.0%
4,400
+300.0%
0.06%0.0%
Q3 2020$331,000
+11.4%
1,1000.0%0.06%
+3.2%
Q2 2020$297,000
+32.0%
1,1000.0%0.06%0.0%
Q1 2020$225,000
-12.1%
1,1000.0%0.06%
+8.8%
Q4 2019$256,000
+13.8%
1,1000.0%0.06%
+5.6%
Q3 2019$225,000
+3.2%
1,1000.0%0.05%0.0%
Q2 2019$218,000
+3.8%
1,1000.0%0.05%
+3.8%
Q1 2019$210,000
-1.4%
1,1000.0%0.05%
+116.7%
Q3 2018$213,0001,1000.02%
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