WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV - ISHARES TR ownership

ISHARES TR's ticker is IYG and the CUSIP is 464287770. A total of 192 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.79 and the average weighting 0.2%.

Quarter-by-quarter ownership
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$30,000
-6.2%
2130.0%0.01%
+7.7%
Q2 2022$32,000
-28.9%
213
-15.1%
0.01%
-31.6%
Q1 2022$45,000
+542.9%
251
+560.5%
0.02%
+533.3%
Q4 2021$7,0000.0%380.0%0.00%
-25.0%
Q3 2021$7,000380.00%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
McKinley Carter Wealth Services, Inc. 132,348$18,056,0004.62%
RiverFront Investment Group, LLC 888,331$121,194,0002.99%
RVW Wealth, LLC 86,680$11,826,0002.81%
Quantitative Advantage, LLC 59,362$8,099,0002.23%
CYPRESS ASSET MANAGEMENT INC/TX 46,083$6,287,0002.18%
BECK CAPITAL MANAGEMENT, LLC 22,434$3,061,0001.66%
Karp Capital Management Corp 32,855$4,482,0001.31%
Baltimore-Washington Financial Advisors, Inc. 53,099$7,244,0001.19%
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 26,833$3,661,0001.00%
Cresset Asset Management, LLC 175,773$23,981,0000.73%
View complete list of ISHARES TR shareholders