Trek Financial, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 809 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 1.51 and the average weighting 0.4%.

Quarter-by-quarter ownership
Trek Financial, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$2,538,765
-71.2%
24,197
-70.1%
0.23%
-70.1%
Q2 2023$8,809,341
+80.3%
80,916
+53.7%
0.78%
+70.2%
Q1 2023$4,885,808
+76.1%
52,643
+41.4%
0.46%
+64.6%
Q4 2022$2,773,93937,2390.28%
Other shareholders
ISHARES TR shareholders Q3 2023
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