Advisory Alpha, 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
Advisory Alpha, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2024$1,063,964
+5.2%
7,877
-4.4%
0.04%
-4.3%
Q4 2023$1,011,669
-22.8%
8,241
-34.0%
0.05%
-31.3%
Q3 2023$1,310,951
-23.3%
12,494
-20.4%
0.07%
-23.9%
Q2 2023$1,708,811
+112.2%
15,695
+80.9%
0.09%
+72.5%
Q1 2023$805,155
+8.5%
8,675
-12.9%
0.05%
-3.8%
Q4 2022$741,861
+46.3%
9,959
+44.2%
0.05%
+35.9%
Q3 2022$507,000
-22.5%
6,905
-15.6%
0.04%
-20.4%
Q2 2022$654,000
-40.8%
8,184
-23.6%
0.05%
-31.0%
Q1 2022$1,104,000
-16.2%
10,710
-6.7%
0.07%
-7.8%
Q4 2021$1,318,000
-0.2%
11,478
-12.0%
0.08%
-15.4%
Q3 2021$1,320,000
+556.7%
13,040
+468.9%
0.09%
+355.0%
Q1 2021$201,000
-3.8%
2,292
+235.6%
0.02%
-55.6%
Q3 2020$209,000
-11.8%
683
-15.5%
0.04%
-13.5%
Q2 2020$237,000
-99.9%
808
-21.3%
0.05%
-18.8%
Q1 2020$228,877,000
-16.3%
1,027
-8.1%
0.06%
-3.0%
Q4 2019$273,396,000
+8.0%
1,118
-10.4%
0.07%
-12.0%
Q3 2019$253,057,000
+75214.6%
1,248
-24.0%
0.08%
-33.0%
Q2 2019$336,000
-99.9%
1,643
-38.3%
0.11%
-40.7%
Q1 2019$523,333,000
+104149.6%
2,663
-6.0%
0.19%
-20.3%
Q4 2018$502,0002,8330.24%
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