WestEnd Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYZ and the CUSIP is 464287713. A total of 119 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.04 and the average weighting 0.0%.

Quarter-by-quarter ownership
WestEnd Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$2,450
-8.0%
1150.0%0.00%
Q1 2023$2,663
+3.3%
1150.0%0.00%
Q4 2022$2,579
+29.0%
115
+11.7%
0.00%
Q3 2022$2,000
-99.9%
103
-7.2%
0.00%
Q2 2022$2,789,000
+182.9%
111
+236.4%
0.00%
Q4 2019$986,000
+2.4%
330.0%0.00%
Q3 2019$963,000
-0.8%
330.0%0.00%
Q2 2019$971,000330.00%
Other shareholders
ISHARES TR shareholders Q2 2023
NameSharesValueWeighting ↓
United Asset Strategies, Inc. 95,185$2,830,0001.94%
TOTH FINANCIAL ADVISORY CORP 97,586$2,901,0001.23%
OLD SECOND NATIONAL BANK OF AURORA 93,433$2,778,0001.14%
CINQUE PARTNERS LLC 63,058$1,875,0000.96%
CHEMUNG CANAL TRUST CO 88,487$2,631,0000.54%
MONROE BANK & TRUST/MI 45,971$1,367,0000.53%
Patriot Wealth Management, Inc. 61,381$1,825,0000.50%
Advisors Preferred, LLC 29,840$887,0000.49%
MASSMUTUAL TRUST CO FSB/ADV 14,190$421,869,0000.39%
WASHINGTON TRUST BANK 0$201,0000.36%
View complete list of ISHARES TR shareholders