Ascent Group, LLC - 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
Ascent Group, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$3,043,775
+63.4%
27,538
+60.2%
0.34%
+63.9%
Q2 2023$1,862,798
-16.3%
17,194
-28.3%
0.20%
-13.5%
Q1 2023$2,226,233
+108.2%
23,987
+67.1%
0.24%
+88.1%
Q4 2022$1,069,080
+27.9%
14,352
+31.2%
0.13%
+23.5%
Q3 2022$836,00010,9390.10%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
PGIM Custom Harvest LLC 4,262,531$395,605,50216.42%
Mendel Capital Management LLC 118,534$11,001,1119.94%
Buttonwood Financial Group, LLC 94,654$8,784,7568.76%
Pariax, LLC 29,138$2,704,2988.23%
Signature Wealth Management Partners, LLC 73,245$6,797,9346.31%
Stonebridge Financial Planning Group, LLC 88,217$8,187,4535.28%
EWG Elevate Inc. 126,857$11,773,6235.02%
Quantitative Advantage, LLC 356,495$33,086,3114.80%
West Wealth Group, LLC 96,739$8,978,3054.16%
COTTONWOOD CAPITAL ADVISORS, LLC 46,688$4,333,1033.99%
View complete list of ISHARES TR shareholders