ADVANTAGE INVESTMENT MANAGEMENT, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 236 filers reported holding ISHARES TR in Q1 2015. The put-call ratio across all filers is 0.74 and the average weighting 0.5%.

Quarter-by-quarter ownership
ADVANTAGE INVESTMENT MANAGEMENT, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2019$10,000
+11.1%
490.0%0.01%
+14.3%
Q1 2019$9,000
-55.0%
49
-60.5%
0.01%
-53.3%
Q4 2018$20,000
-96.2%
124
-95.4%
0.02%
-95.6%
Q3 2018$523,000
+2390.5%
2,697
+2147.5%
0.34%
+2166.7%
Q2 2018$21,000
-80.9%
120
-81.6%
0.02%
-64.3%
Q1 2018$110,000
-97.0%
653
-97.1%
0.04%
-96.3%
Q4 2017$3,706,000
+0.2%
22,771
-7.7%
1.15%
-4.6%
Q3 2017$3,699,000
+5.1%
24,670
-2.1%
1.21%
-2.0%
Q2 2017$3,521,000
+9.9%
25,202
+6.3%
1.23%
-3.0%
Q1 2017$3,205,000
+837.1%
23,713
+733.2%
1.27%
+906.3%
Q4 2016$342,000
-88.5%
2,846
-88.7%
0.13%
-88.4%
Q3 2016$2,986,000
+180.6%
25,094
+146.9%
1.09%
+110.8%
Q2 2015$1,064,000
-72.2%
10,164
-72.2%
0.52%
-76.2%
Q1 2015$3,832,000
+890.2%
36,512
+884.9%
2.17%
+651.6%
Q4 2014$387,0003,7070.29%
Other shareholders
ISHARES TR shareholders Q1 2015
NameSharesValueWeighting ↓
Pinnacle Advisory Group, Inc. 426,406$84,382,0005.84%
MONROE BANK & TRUST/MI 73,780$14,600,0004.89%
Quantitative Advantage, LLC 64,686$12,801,0003.55%
SPC Financial, Inc. 86,610$17,139,0003.45%
Fulcrum Equity Management 24,878$4,971,0002.37%
New Potomac Partners, LLC 10,047$1,988,0002.02%
WealthBridge Capital Management, LLC 13,625$2,179,0001.99%
Stillwater Capital Advisors, LLC 39,392$7,795,0001.93%
HOWARD CAPITAL MANAGEMENT 69,665$13,786,0001.88%
FIRST UNITED BANK & TRUST 12,344$2,443,0001.44%
View complete list of ISHARES TR shareholders