Balboa Wealth Partners - 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
Balboa Wealth Partners ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$3,105,718
+18.1%
20,636
+6.0%
0.82%
+5.9%
Q1 2024$2,630,429
+81.4%
19,476
+64.9%
0.77%
+60.6%
Q4 2023$1,450,169
+109.9%
11,814
+86.1%
0.48%
+100.0%
Q2 2023$690,9986,3470.24%
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