RPg Family Wealth Advisory, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 618 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.00 and the average weighting 0.3%.

Quarter-by-quarter ownership
RPg Family Wealth Advisory, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$11,953,000
-98.3%
116
-98.1%
0.01%
-98.2%
Q4 2021$696,039,000
+0.8%
6,062
-11.1%
0.28%
-5.5%
Q3 2021$690,795,000
+3.7%
6,822
+1.8%
0.29%
+7.8%
Q2 2021$666,378,000
+9.6%
6,704
-6.2%
0.27%
-5.9%
Q4 2020$607,812,000
+13.0%
7,144
+300.0%
0.29%
+1.8%
Q3 2020$537,711,000
+11.8%
1,786
+0.2%
0.28%
-3.8%
Q2 2020$480,784,000
-20.6%
1,782
-39.9%
0.29%
-37.7%
Q1 2020$605,608,000
-12.1%
2,963
+0.0%
0.47%
+18.7%
Q4 2019$688,961,000
+18.0%
2,962
+3.6%
0.40%
+11.9%
Q3 2019$583,836,000
+4.3%
2,859
+1.1%
0.35%
+6.6%
Q2 2019$559,633,000
-12.3%
2,828
-15.6%
0.33%
-11.9%
Q1 2019$638,319,000
+2008.3%
3,349
+1760.6%
0.38%
+1408.0%
Q1 2018$30,277,000
-29.5%
180
-31.8%
0.02%
-30.6%
Q4 2017$42,971,000
+8.6%
2640.0%0.04%
+12.5%
Q3 2017$39,578,000
-53.2%
264
-56.4%
0.03%
-56.8%
Q2 2017$84,530,000
-10.0%
605
-12.9%
0.07%
-5.1%
Q1 2017$93,943,000
+505.6%
695
+438.8%
0.08%
+500.0%
Q4 2016$15,512,000
-22.4%
129
-23.2%
0.01%
-7.1%
Q3 2016$19,992,000
-29.7%
168
-37.8%
0.01%
+16.7%
Q2 2016$28,425,000
-13.3%
270
-10.6%
0.01%
-52.0%
Q1 2016$32,767,0003020.02%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
Mendel Capital Management LLC 132,889$10,624,00011.89%
Pariax, LLC 83,514$6,677,0007.38%
Signature Wealth Management Partners, LLC 82,125$6,566,0006.72%
First Citizens Financial Corp 86,847$6,943,0006.12%
Stonebridge Financial Planning Group, LLC 98,231$7,854,0005.33%
Quantitative Advantage, LLC 367,374$29,372,0005.10%
Danda Trouve Investment Management, Inc. 30,886$2,469,0003.80%
Portfolio Strategies, Inc. 195,178$15,651,0003.65%
COTTONWOOD CAPITAL ADVISORS, LLC 48,315$3,863,0003.49%
HC Advisors, LLC 55,204$4,414,0003.14%
View complete list of ISHARES TR shareholders