Accel Wealth Management - ISHARES TR ownership

ISHARES TR's ticker is IYK and the CUSIP is 464287812. A total of 208 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Accel Wealth Management ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$559,522
+23.2%
3,000
+32.3%
0.31%
+24.8%
Q2 2023$454,048
-3.5%
2,267
-4.0%
0.25%
+30.2%
Q1 2023$470,584
+30.1%
2,362
+32.4%
0.19%
+11.0%
Q4 2022$361,792
+761.4%
1,784
+692.9%
0.17%
+686.4%
Q3 2022$42,000
-4.5%
2250.0%0.02%
-12.0%
Q2 2022$44,000
-4.3%
2250.0%0.02%
+4.2%
Q1 2022$46,000
+2.2%
2250.0%0.02%
+9.1%
Q4 2021$45,000
+12.5%
2250.0%0.02%
-15.4%
Q3 2021$40,000
-2.4%
2250.0%0.03%
-3.7%
Q2 2021$41,000
+355.6%
225
+350.0%
0.03%
+285.7%
Q1 2021$9,000500.01%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
WealthSpring Partners, LLC 60,785$11,336,9088.47%
D. SCOTT NEAL, INC. 43,223$8,135,6336.95%
Gilfoyle & Co LLC 10$1,9044.89%
Kaye Capital Management 53,477$9,973,9604.57%
Wyrmwood Management LLC 10$1,9104.51%
WealthCare Investment Partners, LLC 37,937$7,023,5694.27%
PGIM Custom Harvest LLC 511,824$95,460,3353.52%
Bellwether Advisors, LLC 66,949$12,486,6583.40%
SFI Advisors, LLC 17,532$3,269,8933.20%
Genesee Capital Advisors, LLC 16,659$3,107,1552.23%
View complete list of ISHARES TR shareholders