Csenge Advisory Group - ISHARES TR ownership

ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 809 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 1.51 and the average weighting 0.4%.

Quarter-by-quarter ownership
Csenge Advisory Group ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$2,878,733
-32.9%
27,437
-30.4%
0.20%
-31.9%
Q2 2023$4,290,789
-10.3%
39,412
-23.6%
0.29%
-16.5%
Q1 2023$4,785,667
-38.1%
51,564
-50.3%
0.34%
-42.4%
Q4 2022$7,731,693
+20.8%
103,795
+19.0%
0.60%
+12.8%
Q3 2022$6,400,000
-9.7%
87,230
-1.6%
0.53%
-10.6%
Q2 2022$7,090,000
-32.2%
88,681
-12.6%
0.59%
-28.2%
Q1 2022$10,454,000
+33.1%
101,453
+28.5%
0.83%
+18.3%
Q4 2021$7,854,000
+2.0%
78,955
+5.1%
0.70%
+7.9%
Q3 2021$7,702,000
-1.9%
75,101
-4.9%
0.65%
-7.2%
Q2 2021$7,854,000
-2.7%
78,955
-8.1%
0.70%
-15.6%
Q1 2021$8,072,000
-2.0%
85,905
-11.3%
0.83%
-15.9%
Q4 2020$8,239,000
+6.5%
96,835
+275.8%
0.98%
-7.3%
Q3 2020$7,735,000
+19.9%
25,767
+7.8%
1.06%
+14.5%
Q2 2020$6,450,000
+644900.0%
23,908
+238980.0%
0.93%
Q3 2018$1,000100.00%
Other shareholders
ISHARES TR shareholders Q3 2023
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