DOVER ADVISORS, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 958 filers reported holding ISHARES TR in Q1 2024. The put-call ratio across all filers is 0.66 and the average weighting 0.4%.

Quarter-by-quarter ownership
DOVER ADVISORS, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$301,000
+11.4%
2,0000.0%0.19%
+0.5%
Q1 2024$270,120
+10.0%
2,0000.0%0.18%
-42.7%
Q4 2023$245,500
+16.9%
2,0000.0%0.32%
+52.4%
Q3 2023$210,017
-3.5%
2,0000.0%0.21%
+9.8%
Q2 2023$217,7402,0000.19%
Other shareholders
ISHARES TR shareholders Q1 2024
NameSharesValueWeighting ↓
Mendel Capital Management LLC 122,332$8,975,00010.54%
Pariax, LLC 83,993$6,163,0007.08%
Signature Wealth Management Partners, LLC 83,320$6,113,0006.73%
First Citizens Financial Corp 86,728$6,363,0006.26%
Hobart Private Capital, LLC 107,863$7,913,9085.68%
Stonebridge Financial Planning Group, LLC 97,077$7,123,0004.98%
Quantitative Advantage, LLC 354,674$26,022,0004.56%
Danda Trouve Investment Management, Inc. 30,688$2,252,0004.16%
Portfolio Strategies, Inc. 190,370$13,949,0003.58%
COTTONWOOD CAPITAL ADVISORS, LLC 47,561$3,490,0003.32%
View complete list of ISHARES TR shareholders