Waypoint Capital 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
Waypoint Capital Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$209,840
-3.6%
2,0000.0%0.07%
+2.9%
Q2 2023$217,740
+5.7%
2,0000.0%0.07%
-43.8%
Q1 2022$206,000
-10.4%
2,0000.0%0.12%
-23.4%
Q4 2021$230,0002,0000.16%
Other shareholders
ISHARES TR shareholders Q2 2022
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