Austin Private Wealth, 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
Austin Private Wealth, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$6,802,186
-51.4%
64,832
-49.5%
0.98%
-51.3%
Q2 2023$13,984,256
+26.6%
128,449
+7.9%
2.02%
+14.6%
Q1 2023$11,043,936
+74.4%
118,995
+40.0%
1.76%
+58.7%
Q4 2022$6,332,178
+673.2%
85,007
+661.2%
1.11%
+545.3%
Q3 2022$819,000
+5.0%
11,167
+14.5%
0.17%
-0.6%
Q2 2022$780,000
-73.3%
9,750
-65.6%
0.17%
-70.3%
Q1 2022$2,919,000
-16.5%
28,328
-7.0%
0.58%
-16.4%
Q4 2021$3,497,000
-14.7%
30,456
-24.8%
0.70%
-19.8%
Q3 2021$4,101,00040,4970.87%
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