Fortis Group Advisors, LLC - ISHARES TR ownership

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%.

Quarter-by-quarter ownership
Fortis Group Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$516,199
-11.6%
5,538
+3.3%
0.16%
+1.9%
Q2 2023$583,690
+17.1%
5,361
+0.1%
0.16%
+3.3%
Q1 2023$498,545
-4.7%
5,358
+208.5%
0.15%
+48.5%
Q3 2020$523,0001,7370.10%
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