WealthTrust Asset Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 563 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 0.43 and the average weighting 0.3%.

Quarter-by-quarter ownership
WealthTrust Asset Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$375,000
-31.8%
3,642
-24.0%
0.27%
-27.0%
Q4 2021$550,000
+13.4%
4,793
+0.1%
0.37%
-15.3%
Q3 2021$485,000
+1.9%
4,7890.0%0.43%
+4.6%
Q2 2021$476,0004,7890.41%
Other shareholders
ISHARES TR shareholders Q2 2021
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