HT Partners LLC - ISHARES TR ownership

ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 809 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 1.51 and the average weighting 0.4%.

Quarter-by-quarter ownership
HT Partners LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$274,051
-3.6%
2,6120.0%0.08%0.0%
Q2 2023$284,368
+17.3%
2,6120.0%0.08%
+13.9%
Q1 2023$242,420
+16.0%
2,6120.0%0.07%
-13.3%
Q2 2022$209,000
-22.3%
2,6120.0%0.08%0.0%
Q1 2022$269,000
-10.3%
2,6120.0%0.08%
-5.7%
Q4 2021$300,000
+13.6%
2,6120.0%0.09%
+8.6%
Q3 2021$264,000
+1.5%
2,6120.0%0.08%
+1.2%
Q2 2021$260,000
+13.5%
2,6120.0%0.08%
+5.3%
Q1 2021$229,000
+3.2%
2,6120.0%0.08%
+1.3%
Q4 2020$222,000
+4.2%
2,612
+268.9%
0.08%
-7.4%
Q3 2020$213,000
-38.6%
708
-77.8%
0.08%
-59.9%
Q1 2016$347,000
-88.2%
3,188
-88.7%
0.20%
-89.4%
Q4 2015$2,935,000
+6.1%
28,1880.0%1.90%
+2.9%
Q3 2015$2,767,000
-6.4%
28,188
-0.2%
1.85%
+14.6%
Q2 2015$2,956,000
-2.4%
28,237
-2.9%
1.61%
-1.6%
Q1 2015$3,029,000
-55.6%
29,076
-55.5%
1.64%
-61.9%
Q4 2014$6,826,000
-55.5%
65,382
-57.7%
4.30%
-44.5%
Q3 2014$15,323,000
-99.9%
154,558
+34.8%
7.76%
+32.3%
Q2 2014$11,231,437,000
+69738.6%
114,665
-35.1%
5.86%
-44.2%
Q1 2014$16,082,000
+52.0%
176,611
+47.6%
10.51%
+55.5%
Q4 2013$10,582,000
+12.5%
119,652
+0.2%
6.76%
+11.0%
Q3 2013$9,409,000
+72.3%
119,402
+61.0%
6.08%
+30.6%
Q2 2013$5,460,00074,1504.66%
Other shareholders
ISHARES TR shareholders Q3 2023
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