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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $244,000 | -41.6% | 3,056 | -24.7% | 0.05% | -30.4% |
| Q1 2022 | $418,000 | -14.0% | 4,056 | -4.2% | 0.07% | -8.0% |
| Q4 2021 | $486,000 | +13.3% | 4,236 | 0.0% | 0.08% | +33.9% |
| Q3 2021 | $429,000 | +1.9% | 4,236 | 0.0% | 0.06% | -16.4% |
| Q2 2021 | $421,000 | +13.5% | 4,236 | 0.0% | 0.07% | +1.5% |
| Q1 2021 | $371,000 | +3.1% | 4,236 | 0.0% | 0.07% | -2.9% |
| Q4 2020 | $360,000 | +5.0% | 4,236 | +271.9% | 0.07% | -4.2% |
| Q3 2020 | $343,000 | +11.7% | 1,139 | 0.0% | 0.07% | +7.6% |
| Q2 2020 | $307,000 | +31.8% | 1,139 | 0.0% | 0.07% | +11.9% |
| Q1 2020 | $233,000 | -12.1% | 1,139 | 0.0% | 0.06% | +1.7% |
| Q4 2019 | $265,000 | +13.7% | 1,139 | 0.0% | 0.06% | +9.4% |
| Q3 2019 | $233,000 | +3.6% | 1,139 | 0.0% | 0.05% | +8.2% |
| Q2 2019 | $225,000 | +3.7% | 1,139 | 0.0% | 0.05% | +4.3% |
| Q1 2019 | $217,000 | – | 1,139 | – | 0.05% | – |
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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% |