Retirement Group, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 631 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.14 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 Q3 2021
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