PGIM Custom Harvest LLC - ISHARES TR ownership

ISHARES TR's ticker is IYJ and the CUSIP is 464287754. A total of 247 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
PGIM Custom Harvest LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$8,430,742
+58.0%
83,564
+66.0%
0.31%
+54.7%
Q2 2023$5,337,068
+13.5%
50,331
+7.2%
0.20%
+3.1%
Q1 2023$4,700,392
+52.3%
46,929
+46.7%
0.20%
+39.3%
Q4 2022$3,085,745
-36.4%
31,990
-29.4%
0.14%
-81.0%
Q3 2021$4,853,000
+235.6%
45,285
+247.9%
0.74%
+175.7%
Q2 2021$1,446,00013,0150.27%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
Fulcrum Equity Management 31,570$4,897,0002.33%
Ameritas Investment Company, LLC 15,367$2,432,0001.15%
PLANNING DIRECTIONS INC 5,347$846,0000.86%
Stillwater Capital Advisors, LLC 20,417$3,231,0000.80%
BAROMETER CAPITAL MANAGEMENT INC. 26,800$4,241,0000.55%
NAVELLIER & ASSOCIATES INC 20,815$3,294,0000.51%
Shulman DeMeo Asset Management LLC 8,724$1,381,0000.51%
Osborn Williams & Donohoe LLC 28,717$4,545,0000.47%
FIFTH THIRD SECURITIES, INC. 9,227$1,460,0000.39%
BigSur Wealth Management LLC 3,420$544,0000.38%
View complete list of ISHARES TR shareholders