ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 18 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $287,154 | -4.9% | 2,737 | -1.3% | 0.01% | 0.0% |
| Q2 2023 | $301,993 | +16.1% | 2,774 | -1.0% | 0.01% | +11.1% |
| Q1 2023 | $260,136 | +2.2% | 2,803 | -18.0% | 0.01% | -10.0% |
| Q4 2022 | $254,524 | +12.6% | 3,417 | +20.9% | 0.01% | +11.1% |
| Q2 2022 | $226,000 | +10.2% | 2,826 | +58.6% | 0.01% | +28.6% |
| Q4 2021 | $205,000 | +230.6% | 1,782 | +456.9% | 0.01% | +75.0% |
| Q3 2018 | $62,000 | -88.9% | 320 | -94.0% | 0.00% | -93.0% |
| Q4 2014 | $558,000 | – | 5,344 | – | 0.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Mendel Capital Management LLC | 132,889 | $10,624,000 | 11.89% |
| Pariax, LLC | 83,514 | $6,677,000 | 7.38% |
| Signature Wealth Management Partners, LLC | 82,125 | $6,566,000 | 6.72% |
| First Citizens Financial Corp | 86,847 | $6,943,000 | 6.12% |
| Stonebridge Financial Planning Group, LLC | 98,231 | $7,854,000 | 5.33% |
| Quantitative Advantage, LLC | 367,374 | $29,372,000 | 5.10% |
| Danda Trouve Investment Management, Inc. | 30,886 | $2,469,000 | 3.80% |
| Portfolio Strategies, Inc. | 195,178 | $15,651,000 | 3.65% |
| COTTONWOOD CAPITAL ADVISORS, LLC | 48,315 | $3,863,000 | 3.49% |
| HC Advisors, LLC | 55,204 | $4,414,000 | 3.14% |