ISHARES TR shareholders Q3 2023

ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 809 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 1.51 and the average weighting 0.4%.

ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
JB Capital LLC 184,150$19,320,9951.63%
Cobblestone Asset Management LLC 18,873$1,980,1551.63%
FINANCIAL LIFE ADVISORS 35,581$3,733,1111.61%
Essex LLC 52,567$5,515,3301.55%
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 57,600$6,043,3971.55%
GRIES FINANCIAL LLC 53,894$5,654,5591.52%
Day & Ennis, LLC 38,861$4,077,3211.52%
Mechanics Bank Trust Department 85,597$8,980,8371.50%
Summit X, LLC 44,876$4,708,9351.50%
Stone House Investment Management, LLC 40,756$4,276,1361.49%
Terra Nova Asset Management LLC 14,418$1,569,7201.43%
Aurora Private Wealth, Inc. 12,236$1,2841.42%
One Wealth Advisors, LLC 59,790$6,273,1671.39%
KICKSTAND VENTURES, LLC. 41,927$4,398,9811.36%
Williams Financial, LLC 16,798$1,762,4461.34%
CONCENTRIC WEALTH MANAGEMENT, LLC 38,352$4,023,8921.32%
New Potomac Partners, LLC 17,708$1,857,9241.28%
WEALTHSOURCE PARTNERS, LLC 175,761$18,440,8961.26%
Montz Harcus Wealth Management LLC 13,013$1,365,3191.17%
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 83,076$8,716,4931.15%
External links

This page lists ISHARES TR's shareholders in Q3 2023. To view ISHARES TR's shareholder history, click here.