Cresset Asset Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 563 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 0.43 and the average weighting 0.3%.

Quarter-by-quarter ownership
Cresset Asset Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,654,240
+1.8%
15,753
+5.5%
0.01%
+200.0%
Q2 2023$1,625,034
+124.3%
14,926
+91.2%
0.00%
-85.7%
Q1 2023$724,621
+44.6%
7,807
+16.0%
0.01%
+133.3%
Q4 2022$501,169
+1.5%
6,7280.0%0.01%0.0%
Q3 2022$494,000
-8.2%
6,7280.0%0.01%
-14.3%
Q2 2022$538,000
-32.7%
6,728
-14.7%
0.01%
-36.4%
Q3 2021$799,000
+3.2%
7,891
+1.3%
0.01%0.0%
Q2 2021$774,000
+13.5%
7,789
+0.2%
0.01%0.0%
Q1 2021$682,0007,7740.01%
Other shareholders
ISHARES TR shareholders Q2 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