PGIM Custom Harvest LLC - ISHARES TR ownership

ISHARES TR's ticker is IXC and the CUSIP is 464287341. A total of 230 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
PGIM Custom Harvest LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$3,295,601
+6.5%
79,874
-3.9%
0.12%
+4.3%
Q2 2023$3,093,466
-10.5%
83,113
-9.2%
0.12%
-18.2%
Q1 2023$3,457,645
-15.8%
91,569
-13.0%
0.14%
-23.1%
Q4 2022$4,105,023
+38.9%
105,284
-4.4%
0.19%
-58.5%
Q3 2021$2,955,000110,0730.45%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
Verger Capital Management LLC 346,646$14,302,60612.64%
Versant Capital Management, Inc 375,069$15,475,3514.92%
Sterling Manor Financial, LLC 95,582$3,943,7143.57%
MFA WEALTH ADVISORS, LLC 237,163$9,785,3363.04%
ONE PLUS ONE WEALTH MANAGEMENT, LLC 108,770$4,487,8502.92%
Buttonwood Financial Group, LLC 87,245$3,524,7002.57%
Van Cleef Asset Management,Inc 306,179$12,632,9461.99%
Ayalon Insurance Comp Ltd. 108,710$4,4851.89%
Parcion Private Wealth LLC 405,399$16,726,7541.74%
Derbend Asset Management 54,785$2,260,4251.54%
View complete list of ISHARES TR shareholders