Retirement Group, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 468 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is 0.42 and the average weighting 0.3%.

Quarter-by-quarter ownership
Retirement Group, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$8,813
-3.6%
840.0%0.00%0.0%
Q2 2023$9,145
+114212.5%
840.0%0.00%0.0%
Q1 2023$8
+33.3%
840.0%0.00%
+33.3%
Q4 2022$6
-99.9%
840.0%0.00%0.0%
Q2 2022$7,000
-22.2%
840.0%0.00%0.0%
Q1 2022$9,000
-10.0%
840.0%0.00%
-25.0%
Q4 2021$10,000
+11.1%
840.0%0.00%0.0%
Q3 2021$9,000
+12.5%
840.0%0.00%0.0%
Q2 2021$8,000
-84.0%
84
-85.3%
0.00%
-82.6%
Q1 2021$50,000
+4.2%
573
+0.2%
0.02%
+4.5%
Q4 2020$48,000
+11.6%
572
+300.0%
0.02%
-8.3%
Q3 2020$43,000
+10.3%
1430.0%0.02%0.0%
Q2 2020$39,000
+18.2%
143
+0.7%
0.02%
+14.3%
Q4 2019$33,0001420.02%
Other shareholders
ISHARES TR shareholders Q2 2020
NameSharesValueWeighting ↓
Mendel Capital Management LLC 132,889$10,624,00011.89%
Pariax, LLC 83,514$6,677,0007.38%
Signature Wealth Management Partners, LLC 82,125$6,566,0006.72%
First Citizens Financial Corp 86,847$6,943,0006.12%
Stonebridge Financial Planning Group, LLC 98,231$7,854,0005.33%
Quantitative Advantage, LLC 367,374$29,372,0005.10%
Danda Trouve Investment Management, Inc. 30,886$2,469,0003.80%
Portfolio Strategies, Inc. 195,178$15,651,0003.65%
COTTONWOOD CAPITAL ADVISORS, LLC 48,315$3,863,0003.49%
HC Advisors, LLC 55,204$4,414,0003.14%
View complete list of ISHARES TR shareholders