ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 559 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 0.47 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 | 4,262,531 | $395,605,502 | 16.42% |
| Mendel Capital Management LLC | 118,534 | $11,001,111 | 9.94% |
| Buttonwood Financial Group, LLC | 94,654 | $8,784,756 | 8.76% |
| Pariax, LLC | 29,138 | $2,704,298 | 8.23% |
| Signature Wealth Management Partners, LLC | 73,245 | $6,797,934 | 6.31% |
| Stonebridge Financial Planning Group, LLC | 88,217 | $8,187,453 | 5.28% |
| EWG Elevate Inc. | 126,857 | $11,773,623 | 5.02% |
| Quantitative Advantage, LLC | 356,495 | $33,086,311 | 4.80% |
| West Wealth Group, LLC | 96,739 | $8,978,305 | 4.16% |
| COTTONWOOD CAPITAL ADVISORS, LLC | 46,688 | $4,333,103 | 3.99% |