Mutual Advisors, 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
Mutual Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$4,033,451
-15.0%
38,443
-11.8%
0.16%
-12.8%
Q2 2023$4,746,027
+19.6%
43,594
+2.0%
0.18%
+10.4%
Q1 2023$3,967,055
+42.2%
42,744
+14.1%
0.16%
+30.4%
Q4 2022$2,789,895
+41.0%
37,453
+38.8%
0.12%
+22.5%
Q3 2022$1,979,000
-12.0%
26,977
-4.0%
0.10%
-31.5%
Q2 2022$2,248,000
-35.3%
28,112
-16.7%
0.15%
-23.6%
Q1 2022$3,476,000
-11.2%
33,732
-1.1%
0.20%
-5.8%
Q4 2021$3,915,000
+18.7%
34,093
+4.7%
0.21%
+6.2%
Q3 2021$3,297,000
+3.4%
32,555
+1.5%
0.20%
+3.2%
Q2 2021$3,190,000
-52.4%
32,088
-58.0%
0.19%
-58.7%
Q1 2021$6,701,000
+4.5%
76,413
+1.4%
0.46%
-3.8%
Q4 2020$6,411,000
+28.7%
75,357
+355.4%
0.48%
+10.2%
Q3 2020$4,982,000
+4.2%
16,549
-6.7%
0.43%
-8.1%
Q2 2020$4,783,000
+201.0%
17,729
+128.1%
0.47%
+117.6%
Q1 2020$1,589,000
-13.3%
7,774
-1.3%
0.22%
+10.8%
Q4 2019$1,832,000
+71.7%
7,877
+50.7%
0.20%
+38.3%
Q3 2019$1,067,000
+3.2%
5,226
+0.0%
0.14%
+5.2%
Q2 2019$1,034,000
-71.3%
5,224
-72.4%
0.13%
-74.9%
Q1 2019$3,607,000
+337.7%
18,924
+267.2%
0.53%
+229.6%
Q4 2018$824,000
-68.7%
5,154
-62.0%
0.16%
-59.5%
Q3 2018$2,634,000
+19.1%
13,577
+9.5%
0.40%
-20.6%
Q2 2018$2,211,000
+5.6%
12,404
-0.3%
0.50%
-4.9%
Q1 2018$2,093,000
+19.1%
12,445
+15.2%
0.53%
-20.2%
Q4 2017$1,758,00010,8010.66%
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