Townsend & Associates, Inc - ISHARES TR ownership

ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 295 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.38 and the average weighting 0.1%.

Quarter-by-quarter ownership
Townsend & Associates, Inc ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$12,821,617
+118.7%
281,423
+113.9%
3.30%
+40.2%
Q1 2023$5,863,921
+10.2%
131,567
+17.3%
2.35%
-10.7%
Q4 2022$5,322,281112,1902.63%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
EQ LLC 135,932$3,887,0002.97%
MCMORGAN & CO LLC 417,561$12,147,0002.65%
Pettinga Financial Advisors LLC 295,690$8,602,0002.30%
HawsGoodwin Investment Management LLC 252,259$7,338,0002.26%
Ironwood Financial, llc 254,992$7,418,0002.23%
Procyon Advisors, LLC 274,185$7,976,0002.18%
BRIGHT ROCK CAPITAL MANAGEMENT, LLC 300,000$8,727,0002.10%
ONE Advisory Partners, LLC 113,439$3,300,0002.03%
Cadent Capital Advisors, LLC 166,027$4,830,0002.01%
Bernardo Wealth Planning LLC 114,211$3,322,0001.99%
View complete list of ISHARES TR shareholders