Fulcrum Equity 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
Fulcrum Equity Management ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$512,000
-90.4%
4,970
-89.3%
0.30%
-84.8%
Q4 2021$5,348,000
+49.6%
46,577
+32.0%
2.00%
+44.3%
Q3 2021$3,574,000
+1427.4%
35,293
+1400.6%
1.39%
+1493.1%
Q2 2021$234,000
-84.9%
2,352
-86.7%
0.09%
-85.8%
Q1 2021$1,553,000
-26.7%
17,708
-28.9%
0.61%
-27.3%
Q4 2020$2,118,000
-7.3%
24,894
+227.9%
0.84%
-20.3%
Q3 2020$2,285,000
+50.1%
7,591
+34.6%
1.06%
+47.2%
Q2 2020$1,522,000
-69.5%
5,640
-73.7%
0.72%
-72.4%
Q4 2019$4,984,000
+10.1%
21,427
-3.3%
2.61%
+13.7%
Q3 2019$4,525,000
-9.0%
22,159
-10.9%
2.29%
-3.2%
Q2 2019$4,971,000
-67.7%
24,878
-69.2%
2.37%
-55.1%
Q1 2019$15,380,00080,6955.28%
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