Evercore Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 809 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 1.51 and the average weighting 0.4%.

Quarter-by-quarter ownership
Evercore Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$293,776
-7.6%
2,800
-12.5%
0.01%
-16.7%
Q2 2021$318,000
+13.2%
3,2000.0%0.01%0.0%
Q1 2021$281,000
+3.3%
3,2000.0%0.01%0.0%
Q4 2020$272,000
+12.9%
3,200
+300.0%
0.01%0.0%
Q3 2020$241,000
+11.6%
8000.0%0.01%0.0%
Q2 2020$216,000
+554.5%
800
+300.0%
0.01%
+500.0%
Q4 2017$33,000
+10.0%
2000.0%0.00%0.0%
Q3 2017$30,000
+7.1%
2000.0%0.00%0.0%
Q2 2017$28,000
+3.7%
2000.0%0.00%0.0%
Q1 2017$27,000
+12.5%
2000.0%0.00%0.0%
Q4 2016$24,0000.0%2000.0%0.00%0.0%
Q3 2016$24,000
+14.3%
2000.0%0.00%0.0%
Q2 2016$21,000
-4.5%
2000.0%0.00%0.0%
Q1 2016$22,000
+4.8%
2000.0%0.00%0.0%
Q4 2015$21,000
+5.0%
2000.0%0.00%0.0%
Q3 2015$20,0000.0%2000.0%0.00%0.0%
Q2 2015$20,000
-35.5%
200
-34.2%
0.00%0.0%
Q1 2015$31,000
+3.3%
3040.0%0.00%
-50.0%
Q3 2014$30,0000.0%3040.0%0.00%0.0%
Q2 2014$30,000
+11.1%
3040.0%0.00%0.0%
Q1 2014$27,0000.0%3040.0%0.00%
+100.0%
Q4 2013$27,000
+12.5%
3040.0%0.00%0.0%
Q3 2013$24,000
-38.5%
304
-43.1%
0.00%
-50.0%
Q2 2013$39,0005340.00%
Other shareholders
ISHARES TR shareholders Q3 2023
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