TIEDEMANN ADVISORS, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 370 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is 0.54 and the average weighting 0.2%.

Quarter-by-quarter ownership
TIEDEMANN ADVISORS, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$491,441
-3.5%
4,6800.0%0.02%
-4.5%
Q2 2023$509,512
+17.3%
4,6800.0%0.02%
+10.0%
Q1 2023$434,351
-38.8%
4,680
-50.9%
0.02%
-41.2%
Q4 2022$709,443
+1.6%
9,5240.0%0.03%
-19.0%
Q3 2022$698,000
-8.3%
9,5240.0%0.04%
-26.3%
Q2 2022$761,000
+57.9%
9,524
+103.5%
0.06%
+137.5%
Q1 2022$482,000
-10.2%
4,6800.0%0.02%
-7.7%
Q4 2021$537,000
+13.3%
4,6800.0%0.03%
+4.0%
Q3 2021$474,000
+1.9%
4,6800.0%0.02%
+31.6%
Q2 2021$465,000
+13.4%
4,6800.0%0.02%
+5.6%
Q1 2021$410,000
+3.0%
4,6800.0%0.02%
-5.3%
Q4 2020$398,000
-44.3%
4,680
+97.1%
0.02%
-45.7%
Q3 2020$715,000
+11.5%
2,3750.0%0.04%
+2.9%
Q2 2020$641,000
+32.2%
2,3750.0%0.03%
+9.7%
Q1 2020$485,000
-12.1%
2,3750.0%0.03%
+19.2%
Q4 2019$552,000
+13.8%
2,3750.0%0.03%
+13.0%
Q3 2019$485,000
+3.0%
2,3750.0%0.02%
-4.2%
Q2 2019$471,000
+4.0%
2,3750.0%0.02%
+14.3%
Q1 2019$453,000
+19.5%
2,3750.0%0.02%
+10.5%
Q4 2018$379,000
-17.8%
2,3750.0%0.02%
-29.6%
Q3 2018$461,000
+8.7%
2,3750.0%0.03%0.0%
Q2 2018$424,000
-21.3%
2,375
-25.9%
0.03%
-27.0%
Q1 2018$539,000
+3.3%
3,2050.0%0.04%
-7.5%
Q4 2017$522,000
+74.0%
3,205
+60.2%
0.04%
+48.1%
Q3 2017$300,000
+7.5%
2,0000.0%0.03%
+35.0%
Q2 2017$279,0002,0000.02%
Other shareholders
ISHARES TR shareholders Q1 2019
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