HC Advisors, 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
HC Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$5,121,775
-3.1%
48,816
+0.6%
3.04%
-0.7%
Q2 2023$5,283,026
-5.4%
48,526
-19.4%
3.06%
-11.2%
Q1 2023$5,584,378
+18.9%
60,170
-4.6%
3.45%
+7.6%
Q4 2022$4,698,382
+9.7%
63,074
+8.1%
3.21%
+8.8%
Q3 2022$4,281,000
-3.0%
58,350
+5.7%
2.95%
-6.2%
Q2 2022$4,414,000
-16.8%
55,204
+7.2%
3.14%
-6.6%
Q1 2022$5,305,000
-9.8%
51,484
+0.5%
3.37%
-6.8%
Q4 2021$5,882,000
+7.6%
51,227
-5.1%
3.61%
+0.6%
Q3 2021$5,467,000
-21.5%
53,993
-22.9%
3.59%
-16.2%
Q2 2021$6,963,000
+13.7%
70,053
+0.3%
4.28%
+8.2%
Q1 2021$6,126,000
-0.8%
69,853
-3.7%
3.96%
-6.2%
Q4 2020$6,173,000
+13.3%
72,560
+301.0%
4.22%
-3.9%
Q3 2020$5,448,000
-2.8%
18,095
-12.9%
4.39%
-5.4%
Q2 2020$5,605,000
+45.9%
20,775
+25.8%
4.64%
+17.2%
Q4 2019$3,841,00016,5133.96%
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