MARINER INDEPENDENT ADVISOR NETWORK, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 573 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.27 and the average weighting 0.3%.

Quarter-by-quarter ownership
MARINER INDEPENDENT ADVISOR NETWORK, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$1,626,000
-9.5%
22,155
+2.4%
0.07%
-7.9%
Q2 2022$1,796,000
-15.6%
21,631
+4.5%
0.08%
-7.3%
Q1 2022$2,127,000
+28.8%
20,709
+44.6%
0.08%
+6.5%
Q4 2021$1,651,000
-31.3%
14,325
-39.8%
0.08%
-34.2%
Q3 2021$2,402,000
+1.1%
23,799
-0.4%
0.12%
+8.3%
Q2 2021$2,376,000
+28.4%
23,901
+13.3%
0.11%
+11.3%
Q1 2021$1,851,000
-38.4%
21,104
-40.3%
0.10%
-39.8%
Q4 2020$3,005,000
+33.4%
35,322
+210.0%
0.16%
-21.1%
Q1 2020$2,253,000
-21.9%
11,394
-7.6%
0.20%
-1.9%
Q4 2019$2,883,000
+19.8%
12,333
+3.9%
0.21%
+13.7%
Q3 2019$2,406,000
-28.5%
11,870
-29.6%
0.18%
-27.7%
Q2 2019$3,367,000
+3.7%
16,850
-0.1%
0.25%
-7.7%
Q1 2019$3,248,000
+51.1%
16,865
+28.2%
0.27%
+43.5%
Q4 2018$2,150,000
+35.6%
13,154
+24.3%
0.19%
-26.0%
Q3 2017$1,586,000
+6.6%
10,581
-0.7%
0.26%
+21.1%
Q2 2017$1,488,000
-83.2%
10,654
-83.7%
0.21%
-80.2%
Q1 2017$8,859,000
-97.2%
65,543
+2050.4%
1.08%
+633.3%
Q4 2014$318,211,000
+11.5%
3,048
+7.6%
0.15%
-1.3%
Q3 2014$285,352,000
+4.0%
2,8320.0%0.15%
+10.4%
Q2 2014$274,364,0002,8320.14%
Other shareholders
ISHARES TR shareholders Q3 2022
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