Baldrige Asset Management LLC - ISHARES TR ownership

ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 618 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.00 and the average weighting 0.3%.

Quarter-by-quarter ownership
Baldrige Asset Management LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2023$28
+16.7%
304
-7.0%
0.01%0.0%
Q4 2022$24
-99.9%
3270.0%0.01%0.0%
Q3 2022$24,000
-7.7%
3270.0%0.01%
-8.3%
Q2 2022$26,000
-23.5%
3270.0%0.01%
-14.3%
Q1 2022$34,000
-10.5%
3270.0%0.01%
-6.7%
Q4 2021$38,000
+15.2%
3270.0%0.02%
+7.1%
Q3 2021$33,0000.0%3270.0%0.01%0.0%
Q2 2021$33,0003270.01%
Other shareholders
ISHARES TR shareholders Q2 2022
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