Moisand Fitzgerald Tamayo, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 370 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is 0.54 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 Q1 2019
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