LexAurum Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 631 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.14 and the average weighting 0.3%.

Quarter-by-quarter ownership
LexAurum Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$468,073
-31.8%
4,461
-29.2%
0.14%
-33.8%
Q2 2023$686,348
+18.6%
6,304
+1.1%
0.21%
+7.8%
Q1 2023$578,821
+50.1%
6,237
+20.5%
0.19%
+39.1%
Q4 2022$385,745
+91.0%
5,178
+105.3%
0.14%
+81.6%
Q2 2022$202,000
-50.0%
2,522
-35.6%
0.08%
-42.4%
Q1 2022$404,000
-25.5%
3,919
-16.9%
0.13%
-25.0%
Q4 2021$542,000
-20.4%
4,716
-29.9%
0.18%
-12.4%
Q3 2021$681,000
+158.9%
6,725
+154.6%
0.20%
+157.7%
Q2 2021$263,000
+8.7%
2,641
-4.3%
0.08%
-6.0%
Q1 2021$242,000
-14.5%
2,761
-17.1%
0.08%
-17.8%
Q4 2020$283,000
+12.7%
3,332
+300.0%
0.10%
-1.9%
Q3 2020$251,000
+11.6%
8330.0%0.10%
-16.3%
Q2 2020$225,0008330.12%
Other shareholders
ISHARES TR shareholders Q3 2021
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