ADVISOR PARTNERS LLC - ISHARES TR ownership

ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 680 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.02 and the average weighting 0.3%.

Quarter-by-quarter ownership
ADVISOR PARTNERS LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2022$299,000
-22.3%
3,7380.0%0.02%
-12.5%
Q1 2022$385,000
-10.3%
3,7380.0%0.02%
-7.7%
Q4 2021$429,000
+13.2%
3,7380.0%0.03%0.0%
Q3 2021$379,000
+1.9%
3,7380.0%0.03%
+8.3%
Q2 2021$372,000
+13.4%
3,7380.0%0.02%
+4.3%
Q1 2021$328,000
-4.7%
3,738
-7.5%
0.02%
-11.5%
Q4 2020$344,000
+13.2%
4,040
+300.0%
0.03%0.0%
Q3 2020$304,000
+11.8%
1,0100.0%0.03%
+4.0%
Q2 2020$272,000
+32.0%
1,0100.0%0.02%0.0%
Q1 2020$206,000
-22.8%
1,010
-8.1%
0.02%
-10.7%
Q4 2019$267,000
-13.0%
1,099
-27.0%
0.03%
-24.3%
Q3 2019$307,000
-6.4%
1,505
-9.3%
0.04%
-7.5%
Q2 2019$328,000
+2.2%
1,660
-1.4%
0.04%
-2.4%
Q1 2019$321,000
+50.7%
1,684
+26.6%
0.04%
+20.6%
Q4 2018$213,000
-25.8%
1,330
-10.0%
0.03%
-12.8%
Q3 2018$287,000
+9.1%
1,4780.0%0.04%
-11.4%
Q2 2018$263,000
+5.6%
1,4780.0%0.04%
-4.3%
Q1 2018$249,000
-10.8%
1,478
-8.4%
0.05%
-8.0%
Q4 2017$279,0001,6130.05%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
PGIM Custom Harvest LLC 4,262,531$395,605,50216.42%
Mendel Capital Management LLC 118,534$11,001,1119.94%
Buttonwood Financial Group, LLC 94,654$8,784,7568.76%
Pariax, LLC 29,138$2,704,2988.23%
Signature Wealth Management Partners, LLC 73,245$6,797,9346.31%
Stonebridge Financial Planning Group, LLC 88,217$8,187,4535.28%
EWG Elevate Inc. 126,857$11,773,6235.02%
Quantitative Advantage, LLC 356,495$33,086,3114.80%
West Wealth Group, LLC 96,739$8,978,3054.16%
COTTONWOOD CAPITAL ADVISORS, LLC 46,688$4,333,1033.99%
View complete list of ISHARES TR shareholders