Carson Advisory Inc. - 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
Carson Advisory Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$256,102
-3.6%
2,4410.0%0.22%0.0%
Q2 2023$265,744
+17.4%
2,441
+0.0%
0.22%
+11.4%
Q1 2023$226,429
-5.7%
2,440
+4.8%
0.20%
-15.9%
Q1 2022$240,000
-10.1%
2,329
+0.0%
0.24%
-11.8%
Q4 2021$267,0002,3280.27%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Mendel Capital Management LLC 138,334$15,884,00014.58%
Danda Trouve Investment Management, Inc. 70,944$8,146,0009.23%
Nauset Wealth Management. LLC 81,768$9,389,0008.95%
Signature Wealth Management Partners, LLC 82,582$9,482,0008.04%
Pariax, LLC 72,950$8,376,0007.90%
First Citizens Financial Corp 86,837$9,971,0007.29%
Ciovacco Capital Management LLC 98,055$11,259,0006.79%
Quantitative Advantage, LLC 369,870$42,468,0006.56%
Stonebridge Financial Planning Group, LLC 104,933$10,707,0005.62%
Portfolio Strategies, Inc. 185,814$21,336,0003.98%
View complete list of ISHARES TR shareholders