Farther Finance 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
Farther Finance Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$3,763,482
-5.9%
35,870
-2.4%
0.59%
-32.4%
Q2 2023$4,000,626
+54.2%
36,747
+31.5%
0.87%
+15.2%
Q1 2023$2,594,410
+126.2%
27,954
+81.5%
0.76%
+70.9%
Q4 2022$1,147,00315,3980.44%
Other shareholders
ISHARES TR shareholders Q4 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