Bedel Financial Consulting, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 563 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 0.43 and the average weighting 0.3%.

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 2021
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