BELLEVUE ASSET MANAGEMENT, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 742 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.46 and the average weighting 0.4%.

Quarter-by-quarter ownership
BELLEVUE ASSET MANAGEMENT, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,573
-3.7%
150.0%0.00%0.0%
Q2 2023$1,633
+17.3%
150.0%0.00%0.0%
Q1 2023$1,392
+26.1%
150.0%0.00%0.0%
Q4 2022$1,104
-63.2%
15
-66.7%
0.00%
-50.0%
Q3 2022$3,000
-25.0%
450.0%0.00%
-33.3%
Q2 2022$4,000
-20.0%
450.0%0.00%0.0%
Q1 2022$5,0000.0%450.0%0.00%0.0%
Q4 2021$5,000450.00%
Other shareholders
ISHARES TR shareholders Q1 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