Magnus Financial Group 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
Magnus Financial Group LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,152,667
-9.1%
10,986
-5.7%
0.17%
-7.2%
Q2 2023$1,268,243
-29.7%
11,649
-40.1%
0.18%
-34.2%
Q1 2023$1,803,485
+10.7%
19,432
-11.2%
0.28%
+3.8%
Q4 2022$1,629,705
-6.9%
21,878
-8.3%
0.26%
-20.7%
Q3 2022$1,750,000
-0.3%
23,855
+8.6%
0.33%
+3.4%
Q2 2022$1,756,000
-19.3%
21,963
+3.9%
0.32%
-11.3%
Q1 2022$2,177,000
+57.5%
21,131
+75.6%
0.36%
+38.4%
Q4 2021$1,382,000
+151.3%
12,032
+121.7%
0.26%
+126.7%
Q3 2021$550,000
+2.4%
5,428
+0.4%
0.12%
-0.9%
Q2 2021$537,000
+12.8%
5,406
-0.3%
0.12%
+1.7%
Q1 2021$476,000
-25.4%
5,423
-27.7%
0.12%
+82.5%
Q4 2020$638,000
+12.9%
7,503
+299.9%
0.06%
-4.5%
Q3 2020$565,000
+11.7%
1,876
+0.1%
0.07%
+17.9%
Q2 2020$506,000
+21.3%
1,875
-8.0%
0.06%
-1.8%
Q1 2020$417,000
-29.3%
2,038
-19.7%
0.06%
-32.1%
Q4 2019$590,000
+28.5%
2,538
+13.0%
0.08%
-2.3%
Q3 2019$459,000
-8.9%
2,247
-11.7%
0.09%
-11.3%
Q2 2019$504,000
-3.4%
2,545
-7.2%
0.10%
-8.5%
Q1 2019$522,000
+127.0%
2,741
+90.3%
0.11%
+73.8%
Q4 2018$230,0001,4400.06%
Other shareholders
ISHARES TR shareholders Q1 2022
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