ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 329 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is 0.61 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $209 | -100.0% | 2,800 | -80.1% | 0.00% | -100.0% |
| Q2 2022 | $1,127,000 | -5.6% | 14,100 | +35.6% | 0.00% | 0.0% |
| Q4 2021 | $1,194,000 | -61.1% | 10,400 | -65.7% | 0.00% | -75.0% |
| Q3 2021 | $3,068,000 | +262.6% | 30,300 | +256.1% | 0.00% | +300.0% |
| Q2 2021 | $846,000 | +71.6% | 8,509 | +46.7% | 0.00% | 0.0% |
| Q4 2020 | $493,000 | -47.8% | 5,800 | +65.7% | 0.00% | 0.0% |
| Q2 2020 | $944,000 | +62.2% | 3,500 | +40.0% | 0.00% | – |
| Q4 2019 | $582,000 | -10.9% | 2,500 | -24.2% | 0.00% | -100.0% |
| Q2 2019 | $653,000 | +104.1% | 3,300 | +65.0% | 0.00% | – |
| Q4 2018 | $320,000 | +12.3% | 2,000 | +25.0% | 0.00% | – |
| Q2 2018 | $285,000 | – | 1,600 | – | 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% |