Crewe Advisors LLC - ISHARES TR ownership

ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 314 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is 0.27 and the average weighting 0.3%.

Quarter-by-quarter ownership
Crewe Advisors LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2023$1,764
+24.7%
190.0%0.00%
Q4 2022$1,415
+41.5%
190.0%0.00%
Q3 2022$1,000
-50.0%
190.0%0.00%
Q2 2022$2,0000.0%190.0%0.00%
Q1 2022$2,000
-99.2%
19
-98.8%
0.00%
-100.0%
Q4 2018$262,000
-17.4%
1,6360.0%0.08%
-69.0%
Q3 2018$317,000
+5.7%
1,636
-2.9%
0.27%
-3.9%
Q2 2018$300,000
+6.0%
1,6850.0%0.28%
+0.4%
Q1 2018$283,000
-4.1%
1,685
-7.0%
0.28%
-3.8%
Q4 2017$295,0001,8110.29%
Other shareholders
ISHARES TR shareholders Q4 2017
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