IEQ CAPITAL, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 686 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.35 and the average weighting 0.3%.

Quarter-by-quarter ownership
IEQ CAPITAL, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$2,289,086
-3.6%
21,8170.0%0.05%
-2.1%
Q2 2023$2,375,265
+168.9%
21,817
+129.2%
0.05%
+140.0%
Q1 2023$883,399
+41.5%
9,518
+13.6%
0.02%
+17.6%
Q4 2022$624,0948,3780.02%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
PGIM Custom Harvest LLC 4,311,874$452,401,82016.70%
Mendel Capital Management LLC 110,028$11,544,1829.48%
First Citizens Financial Corp 103,824$10,893,2147.68%
Signature Wealth Management Partners, LLC 64,359$6,752,5806.60%
Stonebridge Financial Planning Group, LLC 84,401$8,855,3185.68%
Buttonwood Financial Group, LLC 75,107$7,761,0445.66%
COTTONWOOD CAPITAL ADVISORS, LLC 43,767$4,592,0684.29%
Commonwealth Financial Services, LLC 117,067$12,282,6683.65%
Pariax, LLC 10,949$1,148,7693.58%
Parker Investment Management, LLC 153,117$16,065,0363.47%
View complete list of ISHARES TR shareholders