IBEX WEALTH ADVISORS - 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
IBEX WEALTH ADVISORS ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$887,000
-7.7%
12,084
+0.6%
0.23%
+4.5%
Q2 2022$961,000
-25.1%
12,017
-3.5%
0.22%
-10.2%
Q1 2022$1,283,000
-15.1%
12,449
-5.5%
0.25%
-8.2%
Q4 2021$1,512,000
+11.3%
13,169
-1.9%
0.27%
+2.3%
Q3 2021$1,359,000
+4.5%
13,426
+2.6%
0.26%
+0.8%
Q2 2021$1,300,000
+15.0%
13,082
+1.5%
0.26%
-6.8%
Q1 2021$1,130,000
+2.9%
12,889
-0.2%
0.28%
-2.8%
Q4 2020$1,098,000
+62.7%
12,910
+278.4%
0.29%
+47.2%
Q2 2019$675,000
+10.3%
3,412
-14.8%
0.20%
-14.1%
Q3 2017$612,000
+13.8%
4,007
+5.4%
0.23%
+7.1%
Q2 2017$538,000
+24.2%
3,802
+9.1%
0.21%
+2.4%
Q4 2016$433,000
-99.9%
3,484
+9.6%
0.21%
-0.5%
Q3 2016$379,000,0003,1790.21%
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