Resurgent Financial Advisors 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
Resurgent Financial Advisors LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$132,094
-33.1%
1,259
-30.6%
0.09%
-30.8%
Q2 2023$197,490
+34.3%
1,814
+14.4%
0.13%
+32.7%
Q1 2023$147,104
+67.4%
1,585
+34.3%
0.10%
+113.0%
Q4 2022$87,8981,1800.05%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
Mendel Capital Management LLC 132,889$10,624,00011.89%
Pariax, LLC 83,514$6,677,0007.38%
Signature Wealth Management Partners, LLC 82,125$6,566,0006.72%
First Citizens Financial Corp 86,847$6,943,0006.12%
Stonebridge Financial Planning Group, LLC 98,231$7,854,0005.33%
Quantitative Advantage, LLC 367,374$29,372,0005.10%
Danda Trouve Investment Management, Inc. 30,886$2,469,0003.80%
Portfolio Strategies, Inc. 195,178$15,651,0003.65%
COTTONWOOD CAPITAL ADVISORS, LLC 48,315$3,863,0003.49%
HC Advisors, LLC 55,204$4,414,0003.14%
View complete list of ISHARES TR shareholders