REGIMEN WEALTH, 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
REGIMEN WEALTH, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$589,651
-51.3%
5,620
-49.4%
0.24%
-51.8%
Q2 2023$1,210,096
+53.8%
11,115
+34.9%
0.50%
+47.6%
Q1 2023$786,662
+48.1%
8,237
+15.3%
0.34%
-4.5%
Q4 2022$531,0007,1450.36%
Other shareholders
ISHARES TR shareholders Q3 2023
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