NORTHWEST INVESTMENT COUNSELORS, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 393 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 1.09 and the average weighting 0.2%.

Quarter-by-quarter ownership
NORTHWEST INVESTMENT COUNSELORS, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$5,265
+10.7%
1110.0%0.00%0.0%
Q2 2023$4,755
-97.4%
111
-97.4%
0.00%
-98.1%
Q1 2023$185,957
-5.4%
4,250
+0.5%
0.05%
-8.8%
Q4 2022$196,491
+19.8%
4,227
+1.3%
0.06%
+5.6%
Q3 2022$164,000
+3.1%
4,1710.0%0.05%
+10.2%
Q2 2022$159,000
-13.1%
4,171
-6.8%
0.05%
+2.1%
Q1 2022$183,000
+36.6%
4,474
+0.5%
0.05%
+45.5%
Q4 2021$134,000
+16.5%
4,453
+1.9%
0.03%0.0%
Q1 2021$115,000
+66.7%
4,371
+0.6%
0.03%
+37.5%
Q3 2020$69,000
-58.4%
4,344
-17.1%
0.02%
-59.3%
Q3 2019$166,000
-23.1%
5,238
+1.6%
0.06%
-28.9%
Q3 2018$216,000
+1.4%
5,154
+1.4%
0.08%
-3.5%
Q2 2018$213,000
+5.4%
5,0840.0%0.09%
+6.2%
Q4 2017$202,000
+18.8%
5,084
+12.0%
0.08%
+9.5%
Q3 2017$170,000
+18.9%
4,539
+12.6%
0.07%
+13.8%
Q2 2017$143,0004,0300.06%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
BRIGHT ROCK CAPITAL MANAGEMENT, LLC 300,000$14,229,0003.48%
Dentgroup LLC 74,336$3,525,7572.60%
PGIM Custom Harvest LLC 1,446,210$68,593,7342.53%
Bellwether Advisors, LLC 193,319$9,169,1202.50%
First Citizens Financial Corp 56,132$2,662,3411.88%
TCWP LLC 50,492$2,394,8361.82%
FORTE ASSET MANAGEMENT LLC 48,351$2,309,3221.55%
COTTONWOOD CAPITAL ADVISORS, LLC 33,100$1,569,9391.47%
Foundation Wealth Management, LLC 24,960$1,183,8501.18%
Ballew Advisors, Inc 24,805$1,113,7400.92%
View complete list of ISHARES TR shareholders