SCHNIEDERS CAPITAL MANAGEMENT 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
SCHNIEDERS CAPITAL MANAGEMENT LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$669,390
-3.6%
6,3800.0%0.15%
+3.4%
Q2 2023$694,590
+17.3%
6,3800.0%0.14%
+9.0%
Q1 2023$592,128
+24.6%
6,3800.0%0.13%
+22.0%
Q4 2022$475,246
+1.5%
6,3800.0%0.11%
-12.1%
Q3 2022$468,000
-8.2%
6,3800.0%0.12%
-18.4%
Q2 2022$510,000
-22.4%
6,3800.0%0.15%
-3.2%
Q1 2022$657,000
-10.4%
6,3800.0%0.16%
-8.7%
Q4 2021$733,000
+13.5%
6,3800.0%0.17%
-1.1%
Q3 2021$646,000
+1.9%
6,3800.0%0.17%
+0.6%
Q2 2021$634,000
+13.2%
6,3800.0%0.17%
+3.0%
Q1 2021$560,000
+3.1%
6,3800.0%0.17%
-6.1%
Q4 2020$543,000
+13.1%
6,380
+300.0%
0.18%
-0.6%
Q3 2020$480,000
+11.6%
1,5950.0%0.18%
+5.3%
Q2 2020$430,000
+31.9%
1,5950.0%0.17%
+8.9%
Q1 2020$326,000
-12.1%
1,5950.0%0.16%
+16.3%
Q4 2019$371,000
+13.8%
1,5950.0%0.14%
+3.1%
Q3 2019$326,000
+3.2%
1,5950.0%0.13%
+5.6%
Q2 2019$316,000
+3.9%
1,5950.0%0.12%
-4.6%
Q1 2019$304,0001,5950.13%
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