Anchor Investment Management, LLC - 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
Anchor Investment Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2023$275,942
+16.7%
2,248
-0.3%
0.03%
+3.2%
Q3 2023$236,490
-3.6%
2,2540.0%0.03%0.0%
Q2 2023$245,393
+34.6%
2,254
+14.8%
0.03%
+24.0%
Q1 2023$182,279
+24.6%
1,9640.0%0.02%
+19.0%
Q4 2022$146,298
-28.9%
1,964
-29.9%
0.02%
-34.4%
Q3 2022$205,656
-9.5%
2,803
-1.3%
0.03%
-3.0%
Q2 2022$227,138
-25.2%
2,841
-3.6%
0.03%
-13.2%
Q1 2022$303,762
-37.3%
2,948
-30.1%
0.04%
-36.7%
Q4 2021$484,311
+9.3%
4,218
-3.6%
0.06%
-3.2%
Q3 2021$442,911
+0.7%
4,374
-1.2%
0.06%
+1.6%
Q2 2021$440,044
+14.4%
4,427
+0.9%
0.06%
+3.4%
Q1 2021$384,740
-31.5%
4,387
-33.5%
0.06%
-41.6%
Q4 2020$561,273
+117.8%
6,597
+670.7%
0.10%
+94.2%
Q3 2020$257,716
+11.6%
8560.0%0.05%0.0%
Q2 2020$230,949
+32.0%
8560.0%0.05%
+15.6%
Q1 2020$174,958
-13.7%
856
-1.8%
0.04%
+4.7%
Q4 2019$202,827
+13.1%
872
-0.7%
0.04%
+4.9%
Q3 2019$179,296
-14.6%
878
-17.2%
0.04%
-18.0%
Q2 2019$209,961
+19.2%
1,061
+14.8%
0.05%
+13.6%
Q1 2019$176,114
-31.6%
924
-42.6%
0.04%
-39.7%
Q4 2018$257,327
-43.3%
1,609
-31.2%
0.07%
-29.8%
Q3 2018$453,813
+8.8%
2,3390.0%0.10%
+1.0%
Q2 2018$416,974
+6.0%
2,3390.0%0.10%0.0%
Q1 2018$393,443
+3.3%
2,3390.0%0.10%
+2.0%
Q4 2017$380,719
+46.3%
2,339
+34.7%
0.10%
+32.9%
Q3 2017$260,2611,7360.08%
Other shareholders
ISHARES TR shareholders Q1 2022
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