SALEM INVESTMENT COUNSELORS INC - ISHARES TR ownership

ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 631 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.14 and the average weighting 0.3%.

Quarter-by-quarter ownership
SALEM INVESTMENT COUNSELORS INC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$77,917
-27.3%
742
-24.7%
0.00%
-25.0%
Q2 2023$107,237
+57.6%
985
+34.4%
0.00%
+33.3%
Q1 2023$68,030
+38.4%
733
+11.1%
0.00%
+50.0%
Q4 2022$49,163
-35.3%
660
-36.2%
0.00%
-33.3%
Q3 2022$76,000
-8.4%
1,0340.0%0.00%
-25.0%
Q2 2022$83,000
+22.1%
1,034
+56.7%
0.00%
+33.3%
Q1 2022$68,000
-10.5%
6600.0%0.00%0.0%
Q4 2021$76,000
+13.4%
6600.0%0.00%
-25.0%
Q3 2021$67,000
+1.5%
6600.0%0.00%0.0%
Q2 2021$66,000
+13.8%
6600.0%0.00%0.0%
Q1 2021$58,000
+3.6%
6600.0%0.00%0.0%
Q4 2020$56,000
+12.0%
660
+300.0%
0.00%0.0%
Q3 2020$50,000
+11.1%
1650.0%0.00%0.0%
Q2 2020$45,000
+32.4%
1650.0%0.00%0.0%
Q1 2020$34,000
-10.5%
1650.0%0.00%
+33.3%
Q4 2019$38,000
+11.8%
1650.0%0.00%0.0%
Q3 2019$34,000
+3.0%
1650.0%0.00%0.0%
Q2 2019$33,000
+175.0%
165
+83.3%
0.00%
+200.0%
Q1 2017$12,000
-58.6%
90
-62.5%
0.00%
-66.7%
Q4 2016$29,0002400.00%
Other shareholders
ISHARES TR shareholders Q3 2021
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