Graves Light Lenhart Wealth, Inc. - ISHARES TR ownership

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ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 496 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is 0.89 and the average weighting 0.3%.

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Quarter-by-quarter ownership
Graves Light Lenhart Wealth, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,261,521
-1.2%
11,684
-0.4%
0.17%
-0.6%
Q2 2023$1,277,045
+10.4%
11,730
-5.9%
0.17%
-3.9%
Q1 2023$1,157,248
+22.0%
12,469
-2.1%
0.18%
+22.6%
Q4 2022$948,332
+1.5%
12,7310.0%0.15%
-6.4%
Q3 2022$934,000
-8.3%
12,7310.0%0.16%
+0.6%
Q2 2022$1,018,000
-22.4%
12,7310.0%0.16%
-15.3%
Q1 2022$1,312,000
-10.3%
12,7310.0%0.18%
-12.0%
Q4 2021$1,462,000
+13.4%
12,7310.0%0.21%
+2.0%
Q3 2021$1,289,000
+1.9%
12,7310.0%0.20%
+0.5%
Q2 2021$1,265,000
+12.3%
12,731
-0.8%
0.20%
+5.2%
Q1 2021$1,126,000
+3.1%
12,8400.0%0.19%
-5.4%
Q4 2020$1,092,000
+5.8%
12,840
+274.7%
0.20%
-10.5%
Q3 2020$1,032,000
+11.6%
3,4270.0%0.23%
+5.1%
Q2 2020$925,000
+31.8%
3,427
-0.2%
0.22%
+14.8%
Q1 2020$702,000
-12.1%
3,4330.0%0.19%
+12.5%
Q4 2019$799,000
+9.8%
3,4330.0%0.17%
+4.3%
Q3 2019$728,000
+17.4%
3,433
+9.6%
0.16%
+11.0%
Q2 2019$620,000
+3.9%
3,1330.0%0.14%
-2.0%
Q1 2019$597,000
+19.2%
3,1330.0%0.15%
+0.7%
Q4 2018$501,000–3,133–0.15%–
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Other shareholders
ISHARES TR shareholders Q3 2020
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