ClearBridge Investments - ISHARES TR ownership

ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 573 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.27 and the average weighting 0.3%.

Quarter-by-quarter ownership
ClearBridge Investments ownership history of ISHARES TR
ValueSharesWeighting
Q2 2022$49,000
+16.7%
616
+300.0%
0.00%
Q2 2020$42,000
+35.5%
1540.0%0.00%
Q1 2020$31,000
-16.2%
1540.0%0.00%
Q4 2019$37,0001540.00%
Other shareholders
ISHARES TR shareholders Q3 2022
NameSharesValueWeighting ↓
Mendel Capital Management LLC 138,334$15,884,00014.58%
Danda Trouve Investment Management, Inc. 70,944$8,146,0009.23%
Nauset Wealth Management. LLC 81,768$9,389,0008.95%
Signature Wealth Management Partners, LLC 82,582$9,482,0008.04%
Pariax, LLC 72,950$8,376,0007.90%
First Citizens Financial Corp 86,837$9,971,0007.29%
Ciovacco Capital Management LLC 98,055$11,259,0006.79%
Quantitative Advantage, LLC 369,870$42,468,0006.56%
Stonebridge Financial Planning Group, LLC 104,933$10,707,0005.62%
Portfolio Strategies, Inc. 185,814$21,336,0003.98%
View complete list of ISHARES TR shareholders