ARGI Investment Services, 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
ARGI Investment Services, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2022$208,000
-22.4%
2,6040.0%0.01%
-12.5%
Q1 2022$268,000
-87.0%
2,604
-85.5%
0.01%
-86.7%
Q4 2021$2,061,000
+5.9%
17,949
-6.6%
0.06%
-3.2%
Q3 2021$1,946,000
+57.1%
19,218
+54.2%
0.06%
+55.0%
Q2 2021$1,239,000
+334.7%
12,462
+283.9%
0.04%
+300.0%
Q1 2021$285,000
+3.6%
3,246
+0.6%
0.01%
-9.1%
Q4 2020$275,000
+5.0%
3,227
+270.1%
0.01%
-8.3%
Q3 2020$262,000
+11.5%
8720.0%0.01%
+9.1%
Q2 2020$235,000
+6.3%
8720.0%0.01%
+10.0%
Q4 2019$221,0008720.01%
Other shareholders
ISHARES TR shareholders Q1 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