Baltimore-Washington Financial Advisors, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IYG and the CUSIP is 464287770. A total of 260 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 11.55 and the average weighting 0.3%.

Quarter-by-quarter ownership
Baltimore-Washington Financial Advisors, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$17,043,566
+0.4%
110,214
+2.6%
1.38%
+1.9%
Q2 2023$16,978,172
+68.6%
107,464
+61.1%
1.35%
+52.5%
Q1 2023$10,068,020
+6.4%
66,693
+11.0%
0.89%
-4.1%
Q4 2022$9,462,339
+22.7%
60,071
+17.1%
0.92%
+42.7%
Q3 2022$7,712,000
+4.3%
51,281
+2.8%
0.65%
-18.1%
Q2 2022$7,395,000
-14.3%
49,896
+0.0%
0.79%
-5.9%
Q1 2022$8,624,000
-8.5%
49,872
+2.1%
0.84%
+10.5%
Q4 2021$9,428,000
+0.8%
48,830
-1.8%
0.76%
-7.6%
Q3 2021$9,356,000
+1.5%
49,720
-0.1%
0.82%
-4.0%
Q2 2021$9,217,000
+7.9%
49,765
-0.2%
0.86%
-1.4%
Q1 2021$8,539,000
+13.2%
49,857
-0.9%
0.87%
+5.7%
Q4 2020$7,546,000
+12.1%
50,292
-8.9%
0.82%
-5.6%
Q3 2020$6,733,000
-6.4%
55,181
-8.4%
0.87%
-12.0%
Q2 2020$7,195,000
+14.7%
60,263
-1.4%
0.99%
-12.4%
Q1 2020$6,275,000
-32.3%
61,127
+0.1%
1.13%
-16.9%
Q4 2019$9,269,000
+28.0%
61,054
+15.0%
1.36%
+14.4%
Q3 2019$7,244,000
+1.0%
53,099
-0.9%
1.19%
-1.5%
Q2 2019$7,172,000
+6.3%
53,570
-1.0%
1.21%
+2.3%
Q1 2019$6,750,000
+11.2%
54,087
+0.0%
1.18%
-5.9%
Q4 2018$6,069,000
-17.5%
54,060
-2.1%
1.26%
-5.7%
Q3 2018$7,359,000
-8.3%
55,211
-10.8%
1.33%
-16.4%
Q2 2018$8,026,000
+4.6%
61,923
+5.7%
1.59%
-4.9%
Q1 2018$7,673,000
+4.1%
58,596
+3.7%
1.68%
+8.1%
Q4 2017$7,373,000
+11.5%
56,521
+2.5%
1.55%
+3.2%
Q3 2017$6,611,000
+10.4%
55,156
+4.4%
1.50%
+4.3%
Q2 2017$5,988,000
+5.3%
52,815
+1.3%
1.44%
-0.6%
Q1 2017$5,688,000
+19.7%
52,137
+16.6%
1.45%
+11.3%
Q4 2016$4,751,00044,7181.30%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
McKinley Carter Wealth Services, Inc. 132,348$18,056,0004.62%
RiverFront Investment Group, LLC 888,331$121,194,0002.99%
RVW Wealth, LLC 86,680$11,826,0002.81%
Quantitative Advantage, LLC 59,362$8,099,0002.23%
CYPRESS ASSET MANAGEMENT INC/TX 46,083$6,287,0002.18%
BECK CAPITAL MANAGEMENT, LLC 22,434$3,061,0001.66%
Karp Capital Management Corp 32,855$4,482,0001.31%
Baltimore-Washington Financial Advisors, Inc. 53,099$7,244,0001.19%
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 26,833$3,661,0001.00%
Cresset Asset Management, LLC 175,773$23,981,0000.73%
View complete list of ISHARES TR shareholders