ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 729 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.17 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $24,000 | -82.4% | 209 | -84.5% | 0.00% | -100.0% |
| Q3 2014 | $136,000 | -64.2% | 1,350 | -65.6% | 0.01% | -58.3% |
| Q2 2014 | $380,000 | +6.4% | 3,922 | 0.0% | 0.01% | 0.0% |
| Q1 2014 | $357,000 | +1.7% | 3,922 | -1.3% | 0.01% | 0.0% |
| Q4 2013 | $351,000 | +12.1% | 3,972 | 0.0% | 0.01% | +9.1% |
| Q3 2013 | $313,000 | +7.2% | 3,972 | 0.0% | 0.01% | +83.3% |
| Q2 2013 | $292,000 | +54.5% | 3,972 | +54.4% | 0.01% | +50.0% |
| Q1 2013 | $189,000 | +3.8% | 2,572 | 0.0% | 0.00% | 0.0% |
| Q4 2012 | $182,000 | -6.7% | 2,572 | 0.0% | 0.00% | 0.0% |
| Q3 2012 | $195,000 | +6.6% | 2,572 | 0.0% | 0.00% | -20.0% |
| Q2 2012 | $183,000 | -8.5% | 2,572 | 0.0% | 0.01% | 0.0% |
| Q1 2012 | $200,000 | +22.0% | 2,572 | 0.0% | 0.01% | +25.0% |
| Q4 2011 | $164,000 | +7.9% | 2,572 | 0.0% | 0.00% | 0.0% |
| Q3 2011 | $152,000 | -9.0% | 2,572 | 0.0% | 0.00% | 0.0% |
| Q2 2011 | $167,000 | – | 2,572 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| PGIM Custom Harvest LLC | 4,311,874 | $452,401,820 | 16.70% |
| Mendel Capital Management LLC | 110,028 | $11,544,182 | 9.48% |
| First Citizens Financial Corp | 103,824 | $10,893,214 | 7.68% |
| Signature Wealth Management Partners, LLC | 64,359 | $6,752,580 | 6.60% |
| Stonebridge Financial Planning Group, LLC | 84,401 | $8,855,318 | 5.68% |
| Buttonwood Financial Group, LLC | 75,107 | $7,761,044 | 5.66% |
| COTTONWOOD CAPITAL ADVISORS, LLC | 43,767 | $4,592,068 | 4.29% |
| Commonwealth Financial Services, LLC | 117,067 | $12,282,668 | 3.65% |
| Pariax, LLC | 10,949 | $1,148,769 | 3.58% |
| Parker Investment Management, LLC | 153,117 | $16,065,036 | 3.47% |