ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 631 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.14 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $115,140 | +17.0% | 938 | 0.0% | 0.06% | +16.0% |
| Q3 2023 | $98,415 | -3.6% | 938 | 0.0% | 0.05% | 0.0% |
| Q2 2023 | $102,120 | +17.3% | 938 | 0.0% | 0.05% | +8.7% |
| Q1 2023 | $87,056 | +24.6% | 938 | 0.0% | 0.05% | +21.1% |
| Q4 2022 | $69,872 | +1.3% | 938 | 0.0% | 0.04% | +2.7% |
| Q3 2022 | $69,000 | -8.0% | 938 | 0.0% | 0.04% | -2.6% |
| Q2 2022 | $75,000 | -22.7% | 938 | 0.0% | 0.04% | -7.3% |
| Q1 2022 | $97,000 | -10.2% | 938 | 0.0% | 0.04% | -2.4% |
| Q4 2021 | $108,000 | +13.7% | 938 | -0.2% | 0.04% | +5.0% |
| Q3 2021 | $95,000 | -5.9% | 940 | -7.3% | 0.04% | +25.0% |
| Q2 2021 | $101,000 | +13.5% | 1,014 | +0.1% | 0.03% | +23.1% |
| Q1 2021 | $89,000 | +3.5% | 1,013 | +0.1% | 0.03% | 0.0% |
| Q4 2020 | $86,000 | +13.2% | 1,012 | +300.0% | 0.03% | 0.0% |
| Q3 2020 | $76,000 | +11.8% | 253 | +0.4% | 0.03% | +8.3% |
| Q2 2020 | $68,000 | +30.8% | 252 | 0.0% | 0.02% | +14.3% |
| Q1 2020 | $52,000 | -10.3% | 252 | +0.4% | 0.02% | +23.5% |
| Q4 2019 | $58,000 | -29.3% | 251 | -37.4% | 0.02% | -34.6% |
| Q3 2019 | $82,000 | +3.8% | 401 | +0.2% | 0.03% | 0.0% |
| Q2 2019 | $79,000 | +3.9% | 400 | 0.0% | 0.03% | +4.0% |
| Q1 2019 | $76,000 | +18.8% | 400 | +0.3% | 0.02% | +13.6% |
| Q4 2018 | $64,000 | -16.9% | 399 | +0.3% | 0.02% | +4.8% |
| Q3 2018 | $77,000 | +8.5% | 398 | 0.0% | 0.02% | +5.0% |
| Q2 2018 | $71,000 | +6.0% | 398 | 0.0% | 0.02% | 0.0% |
| Q1 2018 | $67,000 | +63.4% | 398 | +2.1% | 0.02% | +53.8% |
| Q1 2015 | $41,000 | +173.3% | 390 | +180.6% | 0.01% | +160.0% |
| Q4 2014 | $15,000 | +7.1% | 139 | 0.0% | 0.01% | 0.0% |
| Q3 2014 | $14,000 | +7.7% | 139 | +0.7% | 0.01% | +25.0% |
| Q2 2014 | $13,000 | – | 138 | – | 0.00% | – |
Download | ||||||
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% |