CoreCap Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 618 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.00 and the average weighting 0.3%.

Quarter-by-quarter ownership
CoreCap Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2022$1,374,495
+99501.1%
18,452
-1.9%
0.10%
-15.5%
Q3 2022$1,380
-99.9%
18,810
-6.5%
0.12%
-7.2%
Q2 2022$1,608,000
-17.4%
20,111
+6.4%
0.12%
-6.7%
Q1 2022$1,947,000
-42.0%
18,897
-35.4%
0.13%
-40.2%
Q4 2021$3,357,00029,2370.22%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
Mendel Capital Management LLC 138,334$15,884,00014.58%
Danda Trouve Investment Management, Inc. 70,944$8,146,0009.23%
Nauset Wealth Management. LLC 81,768$9,389,0008.95%
Signature Wealth Management Partners, LLC 82,582$9,482,0008.04%
Pariax, LLC 72,950$8,376,0007.90%
First Citizens Financial Corp 86,837$9,971,0007.29%
Ciovacco Capital Management LLC 98,055$11,259,0006.79%
Quantitative Advantage, LLC 369,870$42,468,0006.56%
Stonebridge Financial Planning Group, LLC 104,933$10,707,0005.62%
Portfolio Strategies, Inc. 185,814$21,336,0003.98%
View complete list of ISHARES TR shareholders