Bedel Financial Consulting, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 729 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.17 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 Q4 2021
NameSharesValueWeighting ↓
Mendel Capital Management LLC 138,334$15,884,00014.58%
Danda Trouve Investment Management, Inc. 70,944$8,146,0009.23%
Nauset Wealth Management. LLC 81,768$9,389,0008.95%
Signature Wealth Management Partners, LLC 82,582$9,482,0008.04%
Pariax, LLC 72,950$8,376,0007.90%
First Citizens Financial Corp 86,837$9,971,0007.29%
Ciovacco Capital Management LLC 98,055$11,259,0006.79%
Quantitative Advantage, LLC 369,870$42,468,0006.56%
Stonebridge Financial Planning Group, LLC 104,933$10,707,0005.62%
Portfolio Strategies, Inc. 185,814$21,336,0003.98%
View complete list of ISHARES TR shareholders