Bedel Financial Consulting, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 389 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is 0.30 and the average weighting 0.2%.

Quarter-by-quarter ownership
Bedel Financial Consulting, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$106,000
-10.2%
1,0240.0%0.03%
-10.8%
Q4 2021$118,000
+13.5%
1,0240.0%0.04%
+2.8%
Q3 2021$104,000
+2.0%
1,0240.0%0.04%0.0%
Q2 2021$102,000
+13.3%
1,0240.0%0.04%
+2.9%
Q1 2021$90,000
+3.4%
1,0240.0%0.04%
-10.3%
Q4 2020$87,000
+13.0%
1,024
+300.0%
0.04%
+2.6%
Q3 2020$77,000
+11.6%
2560.0%0.04%
+2.7%
Q2 2020$69,000
+32.7%
2560.0%0.04%
+8.8%
Q1 2020$52,000
-13.3%
2560.0%0.03%0.0%
Q4 2019$60,000
+15.4%
2560.0%0.03%
+9.7%
Q3 2019$52,000
+2.0%
2560.0%0.03%0.0%
Q2 2019$51,000
+4.1%
2560.0%0.03%0.0%
Q1 2019$49,000
+19.5%
2560.0%0.03%
+3.3%
Q4 2018$41,000
-12.8%
2560.0%0.03%
-3.2%
Q3 2018$47,000
+2.2%
2560.0%0.03%
-8.8%
Q2 2018$46,000
+7.0%
2560.0%0.03%
+3.0%
Q1 2018$43,0002560.03%
Other shareholders
ISHARES TR shareholders Q2 2019
NameSharesValueWeighting ↓
Mendel Capital Management LLC 122,332$8,975,00010.54%
Pariax, LLC 83,993$6,163,0007.08%
Signature Wealth Management Partners, LLC 83,320$6,113,0006.73%
First Citizens Financial Corp 86,728$6,363,0006.26%
Hobart Private Capital, LLC 107,863$7,913,9085.68%
Stonebridge Financial Planning Group, LLC 97,077$7,123,0004.98%
Quantitative Advantage, LLC 354,674$26,022,0004.56%
Danda Trouve Investment Management, Inc. 30,688$2,252,0004.16%
Portfolio Strategies, Inc. 190,370$13,949,0003.58%
COTTONWOOD CAPITAL ADVISORS, LLC 47,561$3,490,0003.32%
View complete list of ISHARES TR shareholders