Moisand Fitzgerald Tamayo, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 343 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is 0.19 and the average weighting 0.2%.

Quarter-by-quarter ownership
Moisand Fitzgerald Tamayo, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2021$80,000
+2.6%
9120.0%0.04%0.0%
Q4 2020$78,000
+13.0%
912
+300.0%
0.04%
-2.8%
Q3 2020$69,000
+11.3%
2280.0%0.04%
+5.9%
Q2 2020$62,000
+31.9%
2280.0%0.03%
+9.7%
Q1 2020$47,000
-11.3%
2280.0%0.03%
+14.8%
Q4 2019$53,000
+12.8%
2280.0%0.03%
+8.0%
Q3 2019$47,000
+4.4%
2280.0%0.02%0.0%
Q2 2019$45,000
+4.7%
2280.0%0.02%
+4.2%
Q1 2019$43,000
+19.4%
2280.0%0.02%
+4.3%
Q4 2018$36,000
-18.2%
2280.0%0.02%
-4.2%
Q3 2018$44,000
+7.3%
2280.0%0.02%0.0%
Q2 2018$41,000
+7.9%
2280.0%0.02%
+4.3%
Q1 2018$38,000
+2.7%
2280.0%0.02%
+9.5%
Q4 2017$37,000
+8.8%
2280.0%0.02%0.0%
Q3 2017$34,000
+36.0%
2280.0%0.02%
+110.0%
Q1 2016$25,000
+4.2%
2280.0%0.01%
-52.4%
Q4 2015$24,0002280.02%
Other shareholders
ISHARES TR shareholders Q4 2018
NameSharesValueWeighting ↓
Mendel Capital Management LLC 132,889$10,624,00011.89%
Pariax, LLC 83,514$6,677,0007.38%
Signature Wealth Management Partners, LLC 82,125$6,566,0006.72%
First Citizens Financial Corp 86,847$6,943,0006.12%
Stonebridge Financial Planning Group, LLC 98,231$7,854,0005.33%
Quantitative Advantage, LLC 367,374$29,372,0005.10%
Danda Trouve Investment Management, Inc. 30,886$2,469,0003.80%
Portfolio Strategies, Inc. 195,178$15,651,0003.65%
COTTONWOOD CAPITAL ADVISORS, LLC 48,315$3,863,0003.49%
HC Advisors, LLC 55,204$4,414,0003.14%
View complete list of ISHARES TR shareholders