Outlook Wealth Advisors, 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
Outlook Wealth Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$714,715
-1.6%
6,812
+2.1%
0.27%
-0.7%
Q2 2023$726,490
+155.3%
6,673
+74.7%
0.28%
+103.7%
Q4 2022$284,552
-47.9%
3,820
-48.7%
0.14%
-44.9%
Q3 2022$546,000
-53.7%
7,443
-49.6%
0.24%
-49.3%
Q2 2022$1,180,000
-20.4%
14,762
+2.6%
0.48%
-2.6%
Q1 2022$1,482,000
-9.9%
14,383
+0.4%
0.50%
+2.7%
Q4 2021$1,644,000
+210.8%
14,322
+174.1%
0.48%
+179.2%
Q3 2021$529,000
+16.5%
5,226
+14.4%
0.17%
+19.3%
Q2 2021$454,0004,5680.14%
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