Financial Services Advisory Inc - ISHARES TR ownership

ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 958 filers reported holding ISHARES TR in Q1 2024. The put-call ratio across all filers is 0.66 and the average weighting 0.4%.

Quarter-by-quarter ownership
Financial Services Advisory Inc ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$852,282
-3.7%
5,663
-21.5%
0.23%
-7.9%
Q4 2023$885,396
-6.9%
7,213
-17.4%
0.25%
-35.6%
Q2 2023$951,088
+19.9%
8,736
+2.2%
0.39%
-24.4%
Q1 2023$793,154
+9.9%
8,546
+19.9%
0.52%
+112.2%
Q3 2021$722,0007,1280.24%
Other shareholders
ISHARES TR shareholders Q1 2024
NameSharesValueWeighting ↓
Mendel Capital Management LLC 122,332$8,975,00010.54%
Pariax, LLC 83,993$6,163,0007.08%
Signature Wealth Management Partners, LLC 83,320$6,113,0006.73%
First Citizens Financial Corp 86,728$6,363,0006.26%
Hobart Private Capital, LLC 107,863$7,913,9085.68%
Stonebridge Financial Planning Group, LLC 97,077$7,123,0004.98%
Quantitative Advantage, LLC 354,674$26,022,0004.56%
Danda Trouve Investment Management, Inc. 30,688$2,252,0004.16%
Portfolio Strategies, Inc. 190,370$13,949,0003.58%
COTTONWOOD CAPITAL ADVISORS, LLC 47,561$3,490,0003.32%
View complete list of ISHARES TR shareholders