NAPLES GLOBAL ADVISORS, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 559 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 0.47 and the average weighting 0.3%.

Quarter-by-quarter ownership
NAPLES GLOBAL ADVISORS, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$378,137
-3.5%
3,6010.0%0.05%0.0%
Q2 2023$392,041
+17.3%
3,6010.0%0.05%
+9.5%
Q1 2023$334,209
+18.0%
3,601
-5.3%
0.04%
+16.7%
Q4 2022$283,136
+1.5%
3,801
+0.0%
0.04%
-5.3%
Q3 2022$279,000
-8.2%
3,8000.0%0.04%
-2.6%
Q2 2022$304,000
-22.4%
3,8000.0%0.04%
-13.3%
Q1 2022$392,000
-10.1%
3,8000.0%0.04%
-11.8%
Q4 2021$436,000
+13.2%
3,8000.0%0.05%0.0%
Q3 2021$385,000
+1.9%
3,8000.0%0.05%
-3.8%
Q2 2021$378,000
+13.5%
3,8000.0%0.05%
+3.9%
Q1 2021$333,000
-2.1%
3,800
-5.0%
0.05%
-10.5%
Q4 2020$340,000
+13.0%
4,000
+300.0%
0.06%
-3.4%
Q3 2020$301,000
+11.5%
1,0000.0%0.06%
+1.7%
Q2 2020$270,000
+32.4%
1,0000.0%0.06%
+9.4%
Q1 2020$204,000
-7.7%
1,000
+5.3%
0.05%
+15.2%
Q4 2019$221,0009500.05%
Other shareholders
ISHARES TR shareholders Q4 2020
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