ONE Advisory Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 812 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.62 and the average weighting 0.4%.

Quarter-by-quarter ownership
ONE Advisory Partners, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$3,625,392
-50.5%
34,554
-48.6%
2.12%
-48.6%
Q2 2023$7,321,384
+19.2%
67,249
+1.6%
4.12%
+14.0%
Q1 2023$6,144,579
+83.5%
66,206
+47.2%
3.61%
+69.3%
Q4 2022$3,349,29444,9632.14%
Other shareholders
ISHARES TR shareholders Q2 2023
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