Poehling Capital Management, INC. - ISHARES TR ownership

ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 496 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is 0.89 and the average weighting 0.3%.

Quarter-by-quarter ownership
Poehling Capital Management, INC. ownership history of ISHARES TR
ValueSharesWeighting
Q1 2023$66,638
-92.9%
718
-93.9%
0.02%
-93.8%
Q2 2022$939,000
-25.3%
11,743
-3.7%
0.35%
-9.0%
Q1 2022$1,257,000
-11.2%
12,198
-1.0%
0.39%
-15.1%
Q4 2021$1,415,000
+12.6%
12,320
-0.8%
0.46%
+7.8%
Q3 2021$1,257,000
+0.9%
12,416
-0.9%
0.42%
+6.8%
Q2 2021$1,246,000
+13.6%
12,534
+0.2%
0.40%
+3.4%
Q1 2021$1,097,000
+1.6%
12,510
-1.4%
0.38%
-10.3%
Q4 2020$1,080,000
+17.1%
12,691
+314.5%
0.43%
-9.5%
Q3 2020$922,000
+15.7%
3,062
+3.7%
0.47%
+10.3%
Q2 2020$797,0002,9540.43%
Other shareholders
ISHARES TR shareholders Q3 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