Mount Yale Investment Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 729 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.17 and the average weighting 0.3%.

Quarter-by-quarter ownership
Mount Yale Investment Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,519,677
-48.8%
14,484
-46.9%
0.16%
-47.5%
Q2 2023$2,967,595
+20.9%
27,258
+3.1%
0.31%
+13.8%
Q1 2023$2,454,224
+63.8%
26,444
+31.5%
0.28%
+62.4%
Q4 2022$1,498,435
+504.2%
20,116
+736.4%
0.17%
+529.6%
Q1 2022$248,000
-13.9%
2,405
-4.3%
0.03%
-10.0%
Q4 2021$288,000
+13.4%
2,5120.0%0.03%
+3.4%
Q3 2021$254,0002,5120.03%
Other shareholders
ISHARES TR shareholders Q4 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