WILLNER & HELLER, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 618 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.00 and the average weighting 0.3%.

Quarter-by-quarter ownership
WILLNER & HELLER, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2022$489,147
+1.7%
6,567
+0.2%
0.70%
-10.4%
Q3 2022$481,000
-8.0%
6,554
+0.2%
0.78%
-4.7%
Q2 2022$523,000
-30.3%
6,544
+0.1%
0.81%
-11.7%
Q1 2022$750,000
+13.5%
6,535
+0.1%
0.92%
+4.9%
Q4 2021$661,0006,5280.88%
Other shareholders
ISHARES TR shareholders Q2 2022
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