EPIQ PARTNERS, 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
EPIQ PARTNERS, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$281,605
-3.6%
2,6840.0%0.21%
+7.6%
Q2 2023$292,207
+17.3%
2,6840.0%0.20%
+15.1%
Q1 2023$249,102
+15.9%
2,6840.0%0.17%
+30.3%
Q2 2022$215,000
-22.4%
2,6840.0%0.13%
-11.4%
Q1 2022$277,000
-10.1%
2,6840.0%0.15%
-9.1%
Q4 2021$308,000
+13.2%
2,6840.0%0.16%
+31.2%
Q3 2021$272,000
+1.9%
2,6840.0%0.12%
-6.7%
Q2 2021$267,000
+13.6%
2,6840.0%0.13%0.0%
Q1 2021$235,000
+3.1%
2,6840.0%0.13%
-15.2%
Q4 2020$228,000
+9.1%
2,684
+300.0%
0.16%
+0.6%
Q3 2020$209,0006710.16%
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