OAK HARBOR WEALTH PARTNERS, LLC - 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
OAK HARBOR WEALTH PARTNERS, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$46,584
-3.6%
4440.0%0.02%0.0%
Q2 2023$48,338
+17.3%
4440.0%0.02%
+13.3%
Q1 2023$41,208
+24.6%
4440.0%0.02%
+15.4%
Q4 2022$33,074
+0.2%
4440.0%0.01%0.0%
Q3 2022$33,000
-5.7%
4440.0%0.01%
-7.1%
Q2 2022$35,000
-23.9%
4440.0%0.01%
-6.7%
Q1 2022$46,000
-56.6%
444
-51.9%
0.02%
-58.3%
Q4 2021$106,0009240.04%
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