Invst, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 686 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.35 and the average weighting 0.3%.

Quarter-by-quarter ownership
Invst, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$4,215,799
-49.6%
40,181
-47.7%
0.61%
-49.7%
Q2 2023$8,372,003
+37.0%
76,899
+16.2%
1.21%
+28.0%
Q1 2023$6,109,913
+56.5%
66,189
+40.2%
0.95%
+55.6%
Q4 2022$3,904,87347,2230.61%
Other shareholders
ISHARES TR shareholders Q4 2022
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