Harvest Investment Services, 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
Harvest Investment Services, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$306,052
-32.8%
2,917
-30.2%
0.20%
-23.9%
Q2 2023$455,185
+127.6%
4,181
+114.4%
0.26%
+115.8%
Q1 2022$200,000
-49.6%
1,950
-43.7%
0.12%
-28.1%
Q4 2021$397,000
-6.8%
3,466
-17.8%
0.17%
-4.0%
Q3 2021$426,000
+82.8%
4,216
+79.3%
0.17%
+77.6%
Q2 2021$233,000
-47.2%
2,352
-53.3%
0.10%
-50.8%
Q1 2021$441,000
-14.9%
5,032
-17.5%
0.20%
-25.5%
Q4 2020$518,000
+1.0%
6,096
+257.1%
0.27%
-9.2%
Q3 2020$513,000
+122.1%
1,707
+98.7%
0.29%
+114.6%
Q2 2020$231,000
-13.8%
859
-25.5%
0.14%
-3.5%
Q4 2019$268,000
+15.0%
1,1530.0%0.14%
+21.4%
Q3 2019$233,000
-49.2%
1,153
-49.6%
0.12%
-55.2%
Q2 2019$459,000
+69.4%
2,287
+62.9%
0.26%
+66.2%
Q1 2019$271,000
+31.6%
1,404
+13.2%
0.16%
-17.4%
Q4 2018$206,0001,2400.19%
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