Glassman Wealth Services - ISHARES TR ownership

ISHARES TR's ticker is IWY and the CUSIP is 464289438. A total of 323 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.07 and the average weighting 0.6%.

Quarter-by-quarter ownership
Glassman Wealth Services ownership history of ISHARES TR
ValueSharesWeighting
Q4 2022$179,3491,4880.03%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
Aspire Capital Advisors LLC 63,048$10,929,00036.51%
FIRST CITIZENS BANK & TRUST CO 3,571,786$619,169,00024.22%
Baystate Wealth Management LLC 584,718$101,361,0009.15%
Strategic Equity Management 161,883$28,062,0008.78%
Atlantic Union Bankshares Corp 519,720$90,094,0007.64%
Mason & Associates Inc 133,826$23,199,0007.05%
Stonebridge Financial Planning Group, LLC 82,606$12,852,0006.74%
Crumly & Associates Inc. 105,796$16,517,0006.52%
SURIENCE PRIVATE WEALTH LLC 43,254$7,498,0006.11%
Legacy Wealth Planning, LLC 27,791$4,818,0005.50%
View complete list of ISHARES TR shareholders