Newton One Investments LLC - ISHARES TR ownership

ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 573 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.27 and the average weighting 0.3%.

Quarter-by-quarter ownership
Newton One Investments LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$49,924
-3.6%
4760.0%0.03%0.0%
Q2 2023$51,804
+17.4%
4760.0%0.03%
+11.1%
Q1 2023$44,134
+24.7%
476
+0.2%
0.03%
+17.4%
Q4 2022$35,383
-49.5%
475
-50.0%
0.02%
-54.0%
Q3 2022$70,000
-7.9%
9500.0%0.05%
-12.3%
Q2 2022$76,000
-22.4%
9500.0%0.06%
-19.7%
Q1 2022$98,000
-10.1%
9500.0%0.07%
-7.8%
Q4 2021$109,000
+13.5%
9500.0%0.08%
+6.9%
Q3 2021$96,000
+2.1%
9500.0%0.07%
-4.0%
Q2 2021$94,0009500.08%
Other shareholders
ISHARES TR shareholders Q3 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