RESOURCES MANAGEMENT CORP /CT/ /ADV - 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
RESOURCES MANAGEMENT CORP /CT/ /ADV ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$175
-3.8%
1,6700.0%0.03%0.0%
Q2 2023$182
+18100.0%
1,670
+1639.6%
0.03%
Q1 2023$1
-99.2%
96
-94.3%
0.00%
-100.0%
Q4 2022$124
-99.9%
1,6700.0%0.02%
-4.8%
Q3 2022$123,000
-8.2%
1,6700.0%0.02%
-4.5%
Q2 2022$134,000
-22.1%
1,6700.0%0.02%
-8.3%
Q1 2022$172,000
-8.5%
1,670
+1.8%
0.02%0.0%
Q4 2021$188,000
+13.3%
1,6400.0%0.02%0.0%
Q3 2021$166,000
+1.8%
1,6400.0%0.02%
+4.3%
Q2 2021$163,000
+13.2%
1,6400.0%0.02%
+4.5%
Q1 2021$144,000
+2.9%
1,6400.0%0.02%
-4.3%
Q4 2020$140,0001,6400.02%
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