Arkadios Wealth Advisors - ISHARES TR ownership

ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 618 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.00 and the average weighting 0.3%.

Quarter-by-quarter ownership
Arkadios Wealth Advisors ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$327,361
+2.5%
3,120
+6.4%
0.03%
-16.2%
Q2 2023$319,326
-5.3%
2,933
-19.3%
0.04%
-7.5%
Q1 2023$337,166
+27.8%
3,633
+2.6%
0.04%
+14.3%
Q4 2022$263,734
+13.2%
3,541
+11.3%
0.04%0.0%
Q3 2022$233,000
-7.5%
3,182
+0.8%
0.04%
-5.4%
Q2 2022$252,000
-32.3%
3,157
-12.6%
0.04%
-24.5%
Q1 2022$372,000
-15.3%
3,612
-5.6%
0.05%
-15.5%
Q4 2021$439,000
+13.4%
3,8260.0%0.06%
+3.6%
Q3 2021$387,000
+1.8%
3,8260.0%0.06%
+21.7%
Q2 2021$380,000
+327.0%
3,826
+273.6%
0.05%
+206.7%
Q1 2021$89,000
-6.3%
1,024
-8.9%
0.02%
-25.0%
Q4 2020$95,000
-99.9%
1,124
+273.4%
0.02%
-58.3%
Q3 2020$95,098,000
+31.0%
301
+15.3%
0.05%
+20.0%
Q2 2020$72,601,000
+50.5%
261
+10.6%
0.04%
+29.0%
Q1 2020$48,236,000
-20.8%
2360.0%0.03%
-13.9%
Q4 2019$60,905,0002360.04%
Other shareholders
ISHARES TR shareholders Q2 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