PARAMETRIC PORTFOLIO ASSOCIATES LLC - ISHARES TR ownership

ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 550 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 0.12 and the average weighting 0.3%.

Quarter-by-quarter ownership
PARAMETRIC PORTFOLIO ASSOCIATES LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$967,000
+91.9%
9,380
+113.7%
0.00%
Q4 2021$504,000
+93.1%
4,389
+70.5%
0.00%
Q3 2021$261,000
+17.0%
2,574
+15.0%
0.00%
Q2 2021$223,000
+9.9%
2,239
-3.2%
0.00%
Q1 2021$203,0002,3130.00%
Other shareholders
ISHARES TR shareholders Q1 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