Vestmark Advisory Solutions, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 686 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.35 and the average weighting 0.3%.

Quarter-by-quarter ownership
Vestmark Advisory Solutions, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$1,510,608
+24.1%
13,875
+5.8%
0.06%
+9.4%
Q1 2023$1,216,833
+10.8%
13,111
-11.1%
0.05%
-1.9%
Q4 2022$1,098,546
+46.1%
14,747
+43.9%
0.05%
+28.6%
Q3 2022$752,000
+11.6%
10,246
+21.6%
0.04%
+10.5%
Q2 2022$674,000
+22.8%
8,425
+58.2%
0.04%
+22.6%
Q1 2022$549,000
-7.1%
5,324
+3.4%
0.03%
-6.1%
Q4 2021$591,000
+17.7%
5,148
+3.9%
0.03%
-2.9%
Q3 2021$502,000
-1.0%
4,953
-2.8%
0.03%
-5.6%
Q2 2021$507,000
+13.9%
5,097
+0.4%
0.04%
-7.7%
Q1 2021$445,000
-0.2%
5,076
-3.3%
0.04%
-22.0%
Q4 2020$446,000
+24.2%
5,247
+339.4%
0.05%
+4.2%
Q3 2020$359,000
+5.9%
1,194
-4.9%
0.05%
-7.7%
Q2 2020$339,000
+16.9%
1,256
-11.5%
0.05%
-8.8%
Q1 2020$290,000
+1.0%
1,420
+0.9%
0.06%
+21.3%
Q3 2019$287,000
-1.0%
1,407
-4.1%
0.05%
-6.0%
Q2 2019$290,000
-4.0%
1,467
-7.4%
0.05%
-7.4%
Q1 2019$302,0001,5850.05%
Other shareholders
ISHARES TR shareholders Q4 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