CreativeOne Wealth, LLC - 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
CreativeOne Wealth, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$5,752
-81.0%
54,819
-80.4%
0.41%
-45.3%
Q2 2023$30,343
+69.8%
279,551
+45.2%
0.76%
-14.2%
Q1 2023$17,870
+57.1%
192,543
+26.0%
0.88%
+40.7%
Q4 2022$11,378
-97.8%
152,752
+2030.1%
0.63%
+1859.4%
Q3 2022$526,0000.0%7,171
+9.1%
0.03%
+14.3%
Q2 2022$526,000
-93.5%
6,570
-91.6%
0.03%
-93.3%
Q1 2022$8,054,000
-6.6%
78,159
+4.1%
0.42%
-2.1%
Q4 2021$8,621,000
+11.1%
75,083
-1.9%
0.43%
-6.6%
Q3 2021$7,762,000
+223.7%
76,565
+217.4%
0.46%
+208.1%
Q2 2021$2,398,000
+218.0%
24,123
+180.7%
0.15%
+159.6%
Q1 2021$754,0008,5930.06%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Pinnacle Advisory Group, Inc. 679,991$131,932,0009.09%
MONROE BANK & TRUST/MI 75,583$14,665,0004.52%
Quantitative Advantage, LLC 71,924$13,955,0003.88%
SPC Financial, Inc. 86,317$16,747,0003.35%
Pinnacle Family Advisors, LLC 30,678$5,952,0003.14%
Peachtree Investment Advisors, Inc. 21,923$4,254,0002.90%
Stillwater Capital Advisors, LLC 59,570$11,558,0002.40%
HOWARD CAPITAL MANAGEMENT 91,136$17,682,0002.36%
FIRST UNITED BANK & TRUST 15,151$2,940,0001.84%
New Potomac Partners, LLC 9,380$1,820,0001.69%
View complete list of ISHARES TR shareholders