ARGI Investment Services, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 448 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is 0.48 and the average weighting 0.3%.

Quarter-by-quarter ownership
ARGI Investment Services, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2022$208,000
-22.4%
2,6040.0%0.01%
-12.5%
Q1 2022$268,000
-87.0%
2,604
-85.5%
0.01%
-86.7%
Q4 2021$2,061,000
+5.9%
17,949
-6.6%
0.06%
-3.2%
Q3 2021$1,946,000
+57.1%
19,218
+54.2%
0.06%
+55.0%
Q2 2021$1,239,000
+334.7%
12,462
+283.9%
0.04%
+300.0%
Q1 2021$285,000
+3.6%
3,246
+0.6%
0.01%
-9.1%
Q4 2020$275,000
+5.0%
3,227
+270.1%
0.01%
-8.3%
Q3 2020$262,000
+11.5%
8720.0%0.01%
+9.1%
Q2 2020$235,000
+6.3%
8720.0%0.01%
+10.0%
Q4 2019$221,0008720.01%
Other shareholders
ISHARES TR shareholders Q4 2019
NameSharesValueWeighting ↓
Giralda Advisors, LLC 391,800$41,123,00016.02%
CINQUE PARTNERS LLC 89,414$9,385,00014.38%
Pinnacle Advisory Group, Inc. 862,341$90,511,0008.10%
US FINANCIAL ADVISORS, LLC 58,710$6,162,0005.60%
Manifold Partners, LLC 35,761$3,753,0003.71%
Arrow Investment Advisors, LLC 168,240$17,658,0003.24%
Simplicity Solutions, LLC 24,884$2,612,0003.09%
Concorde Asset Management, LLC 23,668$2,484,0002.83%
Stillwater Capital Advisors, LLC 78,387$8,228,0002.50%
Commonwealth Financial Services, LLC 26,315$2,762,0002.43%
View complete list of ISHARES TR shareholders