First Personal Financial Services - ISHARES TR ownership

ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 680 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.02 and the average weighting 0.3%.

Quarter-by-quarter ownership
First Personal Financial Services ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$56,912
-3.6%
5420.0%0.02%0.0%
Q2 2023$59,054
+17.3%
5420.0%0.02%
+15.4%
Q1 2023$50,343
+24.6%
5420.0%0.01%
+18.2%
Q4 2022$40,405
+6.3%
542
+5.4%
0.01%0.0%
Q3 2022$38,000
-7.3%
5140.0%0.01%0.0%
Q2 2022$41,000
-26.8%
514
-5.9%
0.01%
-15.4%
Q1 2022$56,000
-11.1%
5460.0%0.01%
-7.1%
Q4 2021$63,000
+14.5%
5460.0%0.01%0.0%
Q3 2021$55,000
-25.7%
546
-26.8%
0.01%
-26.3%
Q2 2021$74,000
+13.8%
7460.0%0.02%
+5.6%
Q1 2021$65,000
+3.2%
7460.0%0.02%0.0%
Q4 2020$63,000
+12.5%
746
+301.1%
0.02%0.0%
Q3 2020$56,000
+12.0%
1860.0%0.02%
+5.9%
Q2 2020$50,000
+31.6%
1860.0%0.02%
+13.3%
Q1 2020$38,000
-2.6%
186
+12.0%
0.02%
+15.4%
Q4 2019$39,000
+14.7%
1660.0%0.01%
+18.2%
Q3 2019$34,000
+3.0%
1660.0%0.01%
+22.2%
Q2 2019$33,0001660.01%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Pinnacle Advisory Group, Inc. 679,991$131,932,0009.09%
MONROE BANK & TRUST/MI 75,583$14,665,0004.52%
Quantitative Advantage, LLC 71,924$13,955,0003.88%
SPC Financial, Inc. 86,317$16,747,0003.35%
Pinnacle Family Advisors, LLC 30,678$5,952,0003.14%
Peachtree Investment Advisors, Inc. 21,923$4,254,0002.90%
Stillwater Capital Advisors, LLC 59,570$11,558,0002.40%
HOWARD CAPITAL MANAGEMENT 91,136$17,682,0002.36%
FIRST UNITED BANK & TRUST 15,151$2,940,0001.84%
New Potomac Partners, LLC 9,380$1,820,0001.69%
View complete list of ISHARES TR shareholders