Ranch Capital Advisors Inc. - ISHARES TR ownership

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ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 754 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.46 and the average weighting 0.4%.

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Quarter-by-quarter ownership
Ranch Capital Advisors Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$361,200
+11.4%
2,4000.0%0.19%
+8.0%
Q1 2024$324,144
+10.0%
2,4000.0%0.18%
-4.9%
Q4 2023$294,600
+17.0%
2,4000.0%0.18%
+4.5%
Q3 2023$251,808
-3.6%
2,4000.0%0.18%
-4.3%
Q2 2023$261,288
+17.3%
2,4000.0%0.18%
+12.9%
Q1 2023$222,744
-9.8%
2,4000.0%0.16%0.0%
Q1 2022$247,000
-10.5%
2,4000.0%0.16%
-8.9%
Q4 2021$276,000
+13.6%
2,4000.0%0.18%
+17.8%
Q3 2021$243,000
-5.8%
2,400
-7.7%
0.15%
-1.9%
Q2 2021$258,000
+5.3%
2,600
-7.1%
0.16%
-4.3%
Q1 2021$245,000
+2.9%
2,8000.0%0.16%
-5.3%
Q4 2020$238,000
+13.3%
2,800
+300.0%
0.17%
+1.2%
Q3 2020$210,000
+2.9%
7000.0%0.17%
+5.6%
Q2 2020$204,000
+42.7%
7000.0%0.16%
+13.5%
Q1 2020$143,000
-12.3%
7000.0%0.14%
+6.8%
Q4 2019$163,000
+14.0%
7000.0%0.13%
-13.7%
Q3 2019$143,000–700–0.15%–
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Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
Pinnacle Advisory Group, Inc. 426,406$84,382,0005.84%
MONROE BANK & TRUST/MI 73,780$14,600,0004.89%
Quantitative Advantage, LLC 64,686$12,801,0003.55%
SPC Financial, Inc. 86,610$17,139,0003.45%
Fulcrum Equity Management 24,878$4,971,0002.37%
New Potomac Partners, LLC 10,047$1,988,0002.02%
WealthBridge Capital Management, LLC 13,625$2,179,0001.99%
Stillwater Capital Advisors, LLC 39,392$7,795,0001.93%
HOWARD CAPITAL MANAGEMENT 69,665$13,786,0001.88%
FIRST UNITED BANK & TRUST 12,344$2,443,0001.44%
View complete list of ISHARES TR shareholders