ADVISOR PARTNERS II, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 573 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.27 and the average weighting 0.3%.

Quarter-by-quarter ownership
ADVISOR PARTNERS II, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$691,290
+142.9%
6,588
+152.1%
0.03%
+115.4%
Q2 2023$284,596
-18.0%
2,613
-30.1%
0.01%
-31.6%
Q1 2023$347,064
+24.7%
3,7380.0%0.02%
+11.8%
Q4 2022$278,400
+1.6%
3,7380.0%0.02%
-19.0%
Q3 2022$274,0003,7380.02%
Other shareholders
ISHARES TR shareholders Q3 2022
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