Capital Market Strategies LLC - ISHARES TR ownership

ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 809 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 1.51 and the average weighting 0.4%.

Quarter-by-quarter ownership
Capital Market Strategies LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2023$277,906
+17.8%
2,2640.0%0.24%
+3.0%
Q3 2023$235,976
-4.3%
2,2640.0%0.24%
+3.1%
Q2 2023$246,482
+1.0%
2,264
-4.2%
0.23%
+8.1%
Q1 2022$244,000
-12.5%
2,364
-2.9%
0.21%
-8.3%
Q4 2021$279,0002,4340.23%
Other shareholders
ISHARES TR shareholders Q3 2023
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