Institute for Wealth Management, LLC. - ISHARES TR ownership

ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 387 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is 0.30 and the average weighting 0.2%.

Quarter-by-quarter ownership
Institute for Wealth Management, LLC. ownership history of ISHARES TR
ValueSharesWeighting
Q1 2021$866,000
-35.1%
9,880
-37.0%
0.16%
-37.7%
Q4 2020$1,334,000
+13.1%
15,674
+300.3%
0.26%
-1.5%
Q3 2020$1,179,000
-2.2%
3,916
-12.4%
0.27%
-8.8%
Q2 2020$1,205,000
+47.7%
4,468
+11.9%
0.30%
+17.1%
Q1 2020$816,000
-33.2%
3,993
-23.9%
0.25%
-8.7%
Q4 2019$1,221,000
+8.3%
5,248
-4.9%
0.28%
-2.8%
Q3 2019$1,127,000
+0.5%
5,518
-2.6%
0.28%
+14.5%
Q2 2019$1,121,000
-50.2%
5,663
-77.1%
0.25%
-87.1%
Q1 2014$2,252,000
+14.0%
24,733
+10.7%
1.93%
+35.5%
Q4 2013$1,976,000
-59.2%
22,346
-63.7%
1.42%
-57.3%
Q3 2013$4,844,000
+72.1%
61,475
+60.8%
3.33%
+47.4%
Q2 2013$2,815,00038,2322.26%
Other shareholders
ISHARES TR shareholders Q2 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