Carson Advisory Inc. - ISHARES TR ownership

ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 680 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.02 and the average weighting 0.3%.

Quarter-by-quarter ownership
Carson Advisory Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$256,102
-3.6%
2,4410.0%0.22%0.0%
Q2 2023$265,744
+17.4%
2,441
+0.0%
0.22%
+11.4%
Q1 2023$226,429
-5.7%
2,440
+4.8%
0.20%
-15.9%
Q1 2022$240,000
-10.1%
2,329
+0.0%
0.24%
-11.8%
Q4 2021$267,0002,3280.27%
Other shareholders
ISHARES TR shareholders Q1 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