Garrison Asset Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 618 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.00 and the average weighting 0.3%.

Quarter-by-quarter ownership
Garrison Asset Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$218
-7.6%
2,0800.0%0.13%
-0.7%
Q2 2023$236
-99.9%
2,0800.0%0.13%
+10.7%
Q1 2022$214,000
-10.5%
2,0800.0%0.12%
-6.9%
Q4 2021$239,000
+13.3%
2,0800.0%0.13%
+1.6%
Q3 2021$211,000
+1.9%
2,0800.0%0.13%
+2.4%
Q2 2021$207,0002,0800.12%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
PGIM Custom Harvest LLC 4,311,874$452,401,82016.70%
Mendel Capital Management LLC 110,028$11,544,1829.48%
First Citizens Financial Corp 103,824$10,893,2147.68%
Signature Wealth Management Partners, LLC 64,359$6,752,5806.60%
Stonebridge Financial Planning Group, LLC 84,401$8,855,3185.68%
Buttonwood Financial Group, LLC 75,107$7,761,0445.66%
COTTONWOOD CAPITAL ADVISORS, LLC 43,767$4,592,0684.29%
Commonwealth Financial Services, LLC 117,067$12,282,6683.65%
Pariax, LLC 10,949$1,148,7693.58%
Parker Investment Management, LLC 153,117$16,065,0363.47%
View complete list of ISHARES TR shareholders