Kowal Investment Group, 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
Kowal Investment Group, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$202,303
-34.1%
1,928
-31.6%
0.06%
-32.9%
Q2 2023$306,871
+3.3%
2,819
-12.0%
0.08%
-2.4%
Q1 2023$297,179
+37.1%
3,202
+10.1%
0.08%
+29.2%
Q4 2022$216,682
+415.9%
2,909
+604.4%
0.06%
+400.0%
Q3 2021$42,0004130.01%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
Pinnacle Advisory Group, Inc. 679,991$131,932,0009.09%
MONROE BANK & TRUST/MI 75,583$14,665,0004.52%
Quantitative Advantage, LLC 71,924$13,955,0003.88%
SPC Financial, Inc. 86,317$16,747,0003.35%
Pinnacle Family Advisors, LLC 30,678$5,952,0003.14%
Peachtree Investment Advisors, Inc. 21,923$4,254,0002.90%
Stillwater Capital Advisors, LLC 59,570$11,558,0002.40%
HOWARD CAPITAL MANAGEMENT 91,136$17,682,0002.36%
FIRST UNITED BANK & TRUST 15,151$2,940,0001.84%
New Potomac Partners, LLC 9,380$1,820,0001.69%
View complete list of ISHARES TR shareholders