Cassady Schiller Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYG and the CUSIP is 464287770. A total of 192 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.79 and the average weighting 0.2%.

Quarter-by-quarter ownership
Cassady Schiller Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$30,928
-2.1%
2000.0%0.02%0.0%
Q2 2023$31,598
+4.7%
2000.0%0.02%
+21.4%
Q1 2023$30,192
-4.2%
2000.0%0.01%
-26.3%
Q4 2022$31,504
-19.2%
2000.0%0.02%
-17.4%
Q4 2021$39,0002000.02%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Kozak & Associates, Inc. 86,263$14,966,0009.58%
Wealthgate Family Office, LLC 21,928$3,954,0007.93%
MinichMacGregor Wealth Management, LLC 99,074$17,866,0005.71%
SFI Advisors, LLC 30,087$5,425,0003.31%
Lee Financial Group Hawaii, Inc. 25,890$4,669,0003.18%
RiverFront Investment Group, LLC 549,684$99,124,0003.18%
WestEnd Advisors, LLC 447,017$80,610,575,0002.16%
Diversified, LLC 26,142$4,714,0001.92%
Quantitative Advantage, LLC 63,457$11,443,0001.76%
ARKANSAS FINANCIAL GROUP, INC. 44,267$7,983,0001.65%
View complete list of ISHARES TR shareholders