AMJ Financial Wealth Management - ISHARES TR ownership

ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 573 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.27 and the average weighting 0.3%.

Quarter-by-quarter ownership
AMJ Financial Wealth Management ownership history of ISHARES TR
ValueSharesWeighting
Q2 2022$878,000
-30.7%
10,982
-10.7%
0.74%
+46.1%
Q1 2022$1,267,000
-43.2%
12,292
-36.7%
0.51%
-36.8%
Q4 2021$2,229,000
+29.9%
19,413
+14.6%
0.80%
+14.4%
Q3 2021$1,716,00016,9470.70%
Other shareholders
ISHARES TR shareholders Q3 2022
NameSharesValueWeighting ↓
Mendel Capital Management LLC 132,889$10,624,00011.89%
Pariax, LLC 83,514$6,677,0007.38%
Signature Wealth Management Partners, LLC 82,125$6,566,0006.72%
First Citizens Financial Corp 86,847$6,943,0006.12%
Stonebridge Financial Planning Group, LLC 98,231$7,854,0005.33%
Quantitative Advantage, LLC 367,374$29,372,0005.10%
Danda Trouve Investment Management, Inc. 30,886$2,469,0003.80%
Portfolio Strategies, Inc. 195,178$15,651,0003.65%
COTTONWOOD CAPITAL ADVISORS, LLC 48,315$3,863,0003.49%
HC Advisors, LLC 55,204$4,414,0003.14%
View complete list of ISHARES TR shareholders