WCG Wealth Advisors LLC - ISHARES TR ownership

ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 940 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is 1.72 and the average weighting 0.4%.

Quarter-by-quarter ownership
WCG Wealth Advisors LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$7,607
+14.8%
50,545
+3.0%
0.56%
+1.6%
Q1 2024$6,625
+40.3%
49,052
+27.6%
0.55%
+59.7%
Q4 2023$4,721
-2.3%
38,457
-16.5%
0.35%
-2.0%
Q3 2023$4,832
+58.3%
46,053
+64.3%
0.35%
-0.6%
Q2 2023$3,05228,0330.36%
Other shareholders
ISHARES TR shareholders Q4 2023
NameSharesValueWeighting ↓
Pinnacle Advisory Group, Inc. 426,406$84,382,0005.84%
MONROE BANK & TRUST/MI 73,780$14,600,0004.89%
Quantitative Advantage, LLC 64,686$12,801,0003.55%
SPC Financial, Inc. 86,610$17,139,0003.45%
Fulcrum Equity Management 24,878$4,971,0002.37%
New Potomac Partners, LLC 10,047$1,988,0002.02%
WealthBridge Capital Management, LLC 13,625$2,179,0001.99%
Stillwater Capital Advisors, LLC 39,392$7,795,0001.93%
HOWARD CAPITAL MANAGEMENT 69,665$13,786,0001.88%
FIRST UNITED BANK & TRUST 12,344$2,443,0001.44%
View complete list of ISHARES TR shareholders