Executive Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 468 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is 0.42 and the average weighting 0.3%.

Quarter-by-quarter ownership
Executive Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$494,523
+43.4%
4,713
+48.8%
0.05%
+41.7%
Q2 2023$344,936
+40.9%
3,168
+20.1%
0.04%
+33.3%
Q1 2023$244,857
+6.7%
2,638
-14.3%
0.03%
-3.6%
Q4 2022$229,411
-38.3%
3,079
+727.7%
0.03%
-46.2%
Q3 2022$372,000
+6.3%
372
-91.5%
0.05%
+10.6%
Q2 2022$350,000
-22.4%
4,384
+0.0%
0.05%
-4.1%
Q1 2022$451,000
-10.3%
4,383
+0.0%
0.05%
-2.0%
Q4 2021$503,000
+18.9%
4,382
+4.8%
0.05%
+6.4%
Q3 2021$423,000
-4.9%
4,183
-6.7%
0.05%
-4.1%
Q2 2021$445,000
+13.2%
4,484
+0.0%
0.05%
+6.5%
Q1 2021$393,000
+0.5%
4,483
-2.6%
0.05%
-4.2%
Q4 2020$391,000
+10.8%
4,601
+291.6%
0.05%
-2.0%
Q3 2020$353,000
+13.9%
1,175
+2.3%
0.05%
+4.3%
Q2 2020$310,000
+40.9%
1,149
+6.6%
0.05%
+20.5%
Q1 2020$220,000
-7.6%
1,078
+5.2%
0.04%
+18.2%
Q4 2019$238,000
+13.9%
1,0250.0%0.03%
+3.1%
Q3 2019$209,000
-7.1%
1,025
-9.7%
0.03%0.0%
Q2 2019$225,000
+230.9%
1,135
+217.9%
0.03%
+166.7%
Q1 2019$68,0003570.01%
Other shareholders
ISHARES TR shareholders Q2 2020
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