Chesapeake Wealth Management - ISHARES TR ownership

ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 680 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.02 and the average weighting 0.3%.

Quarter-by-quarter ownership
Chesapeake Wealth Management ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$455,247
-8.7%
4,339
-5.2%
0.19%
-3.6%
Q2 2023$498,515
+15.3%
4,579
-1.7%
0.20%
+9.4%
Q1 2023$432,308
+22.6%
4,658
-1.6%
0.18%
+16.9%
Q4 2022$352,486
+0.1%
4,732
-1.3%
0.15%
-4.3%
Q3 2022$352,000
+22.2%
4,792
+33.0%
0.16%
+30.9%
Q2 2022$288,000
-23.8%
3,602
-1.7%
0.12%
-10.2%
Q1 2022$378,000
-0.8%
3,666
+10.5%
0.14%
+7.0%
Q4 2021$381,000
+12.4%
3,318
-0.7%
0.13%
+5.8%
Q3 2021$339,000
-1.2%
3,343
-3.3%
0.12%
+9.0%
Q2 2021$343,000
+8.9%
3,458
-3.8%
0.11%
+5.7%
Q1 2021$315,000
-2.8%
3,593
-5.6%
0.10%
-4.5%
Q4 2020$324,000
+12.9%
3,808
+298.7%
0.11%
+2.8%
Q3 2020$287,000
+10.4%
955
-1.0%
0.11%
+3.9%
Q2 2020$260,000
+28.7%
965
-2.3%
0.10%
+10.8%
Q1 2020$202,000
-17.2%
988
-5.9%
0.09%
-1.1%
Q4 2019$244,000
+12.4%
1,050
-1.2%
0.09%
+6.8%
Q3 2019$217,000
-0.5%
1,063
-3.6%
0.09%
-3.3%
Q2 2019$218,000
+0.9%
1,103
-2.7%
0.09%
-4.2%
Q1 2019$216,000
-10.7%
1,134
-9.2%
0.10%
-12.0%
Q3 2018$242,000
+8.0%
1,249
-0.8%
0.11%
+4.9%
Q2 2018$224,000
+3.7%
1,259
-1.9%
0.10%
+3.0%
Q1 2018$216,0001,2840.10%
Other shareholders
ISHARES TR shareholders Q1 2022
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