Diversified Trust Co - ISHARES TR ownership

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ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 631 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.14 and the average weighting 0.3%.

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Quarter-by-quarter ownership
Diversified Trust Co ownership history of ISHARES TR
ValueSharesWeighting
Q4 2023$2,070,547
+17.0%
16,8680.0%0.07%
+4.5%
Q3 2023$1,769,790
-3.6%
16,8680.0%0.07%0.0%
Q2 2023$1,836,419
+17.3%
16,8680.0%0.07%
+9.8%
Q1 2023$1,565,519
+124543.2%
16,8680.0%0.06%
+17.3%
Q4 2022$1,256
-99.9%
16,868
+19.8%
0.05%
+10.6%
Q3 2022$1,033,000
-18.5%
14,083
-11.1%
0.05%
-11.3%
Q2 2022$1,267,000
-22.4%
15,8440.0%0.05%
-7.0%
Q1 2022$1,633,000
-10.2%
15,8440.0%0.06%
-5.0%
Q4 2021$1,819,000
+13.4%
15,8440.0%0.06%
+3.4%
Q3 2021$1,604,000
+1.8%
15,8440.0%0.06%
+1.8%
Q2 2021$1,575,000
+13.3%
15,8440.0%0.06%
+5.6%
Q1 2021$1,390,000
+3.1%
15,8440.0%0.05%
-1.8%
Q4 2020$1,348,000
+13.0%
15,844
+300.0%
0.06%0.0%
Q3 2020$1,193,000
+11.6%
3,9610.0%0.06%
+1.9%
Q2 2020$1,069,000
+32.0%
3,9610.0%0.05%
+14.9%
Q1 2020$810,000–3,961–0.05%–
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Other shareholders
ISHARES TR shareholders Q3 2021
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