Powell Investment Advisors, 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
Powell Investment Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$170,267
-3.5%
1,6210.0%0.10%
-1.0%
Q2 2023$176,528
+17.4%
1,6210.0%0.10%
+22.6%
Q1 2023$150,427
+24.7%
1,621
+0.1%
0.08%
+20.0%
Q4 2022$120,649
+1.4%
1,620
+0.2%
0.07%
-10.3%
Q3 2022$119,000
-7.8%
1,6160.0%0.08%0.0%
Q2 2022$129,000
-22.3%
1,616
+0.1%
0.08%
-19.6%
Q1 2022$166,000
-19.4%
1,615
-10.1%
0.10%
-17.1%
Q4 2021$206,000
+13.2%
1,797
+0.1%
0.12%
+4.5%
Q3 2021$182,000
+2.2%
1,7950.0%0.11%
+2.8%
Q2 2021$178,000
+13.4%
1,795
+0.2%
0.11%
+5.8%
Q1 2021$157,000
-25.2%
1,792
-27.5%
0.10%
-35.6%
Q4 2020$210,000
+12.9%
2,471
+299.8%
0.16%0.0%
Q3 2020$186,000
+365.0%
618
+320.4%
0.16%
+310.3%
Q2 2020$40,000
+33.3%
1470.0%0.04%
+8.3%
Q1 2020$30,000
-11.8%
1470.0%0.04%
+2.9%
Q4 2019$34,0001470.04%
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