Fiduciary Group LLC - ISHARES TR ownership

ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 729 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.17 and the average weighting 0.3%.

Quarter-by-quarter ownership
Fiduciary Group LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2022$205,000
-19.6%
2,2240.0%0.03%
-7.1%
Q4 2021$255,000
+6.2%
2,2240.0%0.03%
+3.7%
Q3 2021$240,000
+3.4%
2,2240.0%0.03%0.0%
Q2 2021$232,000
+12.1%
2,2240.0%0.03%
+8.0%
Q1 2021$207,000
+0.5%
2,2240.0%0.02%
-7.4%
Q4 2020$206,0002,2240.03%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
Giralda Advisors, LLC 391,800$41,123,00016.02%
CINQUE PARTNERS LLC 89,414$9,385,00014.38%
Pinnacle Advisory Group, Inc. 862,341$90,511,0008.10%
US FINANCIAL ADVISORS, LLC 58,710$6,162,0005.60%
Manifold Partners, LLC 35,761$3,753,0003.71%
Arrow Investment Advisors, LLC 168,240$17,658,0003.24%
Simplicity Solutions, LLC 24,884$2,612,0003.09%
Concorde Asset Management, LLC 23,668$2,484,0002.83%
Stillwater Capital Advisors, LLC 78,387$8,228,0002.50%
Commonwealth Financial Services, LLC 26,315$2,762,0002.43%
View complete list of ISHARES TR shareholders