Kowal Investment Group, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 809 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 1.51 and the average weighting 0.4%.

Quarter-by-quarter ownership
Kowal Investment Group, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$202,303
-34.1%
1,928
-31.6%
0.06%
-32.9%
Q2 2023$306,871
+3.3%
2,819
-12.0%
0.08%
-2.4%
Q1 2023$297,179
+37.1%
3,202
+10.1%
0.08%
+29.2%
Q4 2022$216,682
+415.9%
2,909
+604.4%
0.06%
+400.0%
Q3 2021$42,0004130.01%
Other shareholders
ISHARES TR shareholders Q3 2023
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