Moisand Fitzgerald Tamayo, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 559 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 0.47 and the average weighting 0.3%.

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 2020
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