Chicago Partners Investment Group LLC - ISHARES TR ownership

ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 372 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is 0.54 and the average weighting 0.2%.

Quarter-by-quarter ownership
Chicago Partners Investment Group LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$323,068
+9.9%
2,285
-0.1%
0.01%0.0%
Q1 2024$293,892
+6.8%
2,287
+8.0%
0.01%
-7.7%
Q4 2023$275,227
+23.7%
2,117
+0.1%
0.01%
+8.3%
Q3 2023$222,572
-5.3%
2,115
-0.6%
0.01%0.0%
Q2 2023$235,053
+5.4%
2,128
-14.8%
0.01%
-25.0%
Q2 2022$223,000
+7.2%
2,498
+0.1%
0.02%0.0%
Q1 2022$208,000
-47.9%
2,496
-37.1%
0.02%
-42.9%
Q4 2021$399,000
-10.5%
3,9660.0%0.03%
-9.7%
Q3 2021$446,000
-45.5%
3,966
-49.6%
0.03%
+3.3%
Q2 2021$818,000
+119.3%
7,868
+100.2%
0.03%
-3.2%
Q1 2021$373,000
+11.3%
3,931
+4.0%
0.03%
-3.1%
Q4 2020$335,000
+15.5%
3,781
+288.6%
0.03%
-5.9%
Q3 2020$290,000
+7.8%
973
+0.1%
0.03%0.0%
Q2 2020$269,000
-15.1%
972
-29.9%
0.03%
-30.6%
Q1 2020$317,000
+32.6%
1,386
+42.6%
0.05%
+69.0%
Q4 2019$239,000
+12.2%
972
-5.1%
0.03%
-3.3%
Q3 2019$213,000
+0.5%
1,024
+0.2%
0.03%0.0%
Q2 2019$212,000
+3.4%
1,022
+0.2%
0.03%0.0%
Q1 2019$205,000
-11.6%
1,020
-27.3%
0.03%
-11.8%
Q4 2018$232,000
+129.7%
1,403
+137.0%
0.03%
+126.7%
Q3 2018$101,000
+87.0%
592
+94.1%
0.02%
+87.5%
Q2 2018$54,0003050.01%
Other shareholders
ISHARES TR shareholders Q1 2019
NameSharesValueWeighting ↓
Pinnacle Advisory Group, Inc. 426,406$84,382,0005.84%
MONROE BANK & TRUST/MI 73,780$14,600,0004.89%
Quantitative Advantage, LLC 64,686$12,801,0003.55%
SPC Financial, Inc. 86,610$17,139,0003.45%
Fulcrum Equity Management 24,878$4,971,0002.37%
New Potomac Partners, LLC 10,047$1,988,0002.02%
WealthBridge Capital Management, LLC 13,625$2,179,0001.99%
Stillwater Capital Advisors, LLC 39,392$7,795,0001.93%
HOWARD CAPITAL MANAGEMENT 69,665$13,786,0001.88%
FIRST UNITED BANK & TRUST 12,344$2,443,0001.44%
View complete list of ISHARES TR shareholders