MERITAGE PORTFOLIO MANAGEMENT - ISHARES TR ownership

ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 559 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 0.47 and the average weighting 0.3%.

Quarter-by-quarter ownership
MERITAGE PORTFOLIO MANAGEMENT ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$564
-3.8%
5,3800.0%0.04%
+2.4%
Q2 2023$586
+17.4%
5,3800.0%0.04%
+10.8%
Q1 2023$499
+24.4%
5,3800.0%0.04%
+19.4%
Q4 2022$401
-99.9%
5,3800.0%0.03%
-6.1%
Q3 2022$395,000
-8.1%
5,3800.0%0.03%0.0%
Q2 2022$430,000
-22.4%
5,3800.0%0.03%
-2.9%
Q1 2022$554,000
-10.4%
5,3800.0%0.03%
-2.9%
Q4 2021$618,000
+13.4%
5,3800.0%0.04%
+6.1%
Q3 2021$545,000
+1.9%
5,3800.0%0.03%
+3.1%
Q2 2021$535,000
+13.3%
5,3800.0%0.03%
+3.2%
Q1 2021$472,000
+3.1%
5,3800.0%0.03%
-8.8%
Q4 2020$458,000
+13.1%
5,380
+300.0%
0.03%
-5.6%
Q3 2020$405,0001,3450.04%
Other shareholders
ISHARES TR shareholders Q4 2020
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