ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 809 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 1.51 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,639 | -4.4% | 25,148 | -0.8% | 0.05% | 0.0% |
| Q2 2023 | $2,760 | +22.6% | 25,353 | -6.1% | 0.05% | +14.0% |
| Q1 2023 | $2,252 | +10.5% | 26,988 | -1.3% | 0.04% | +7.5% |
| Q4 2022 | $2,038 | -99.9% | 27,353 | -3.1% | 0.04% | -4.8% |
| Q3 2022 | $2,071,000 | +547.2% | 28,229 | +605.7% | 0.04% | +500.0% |
| Q2 2022 | $320,000 | -22.3% | 4,000 | 0.0% | 0.01% | -12.5% |
| Q1 2022 | $412,000 | -10.2% | 4,000 | 0.0% | 0.01% | -11.1% |
| Q4 2021 | $459,000 | +13.3% | 4,000 | 0.0% | 0.01% | +12.5% |
| Q3 2021 | $405,000 | +1.8% | 4,000 | 0.0% | 0.01% | -20.0% |
| Q2 2021 | $398,000 | +13.4% | 4,000 | 0.0% | 0.01% | +11.1% |
| Q1 2021 | $351,000 | +3.2% | 4,000 | 0.0% | 0.01% | -10.0% |
| Q4 2020 | $340,000 | +13.0% | 4,000 | +300.0% | 0.01% | -9.1% |
| Q3 2020 | $301,000 | +11.5% | 1,000 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $270,000 | +32.4% | 1,000 | 0.0% | 0.01% | +10.0% |
| Q1 2020 | $204,000 | -12.4% | 1,000 | 0.0% | 0.01% | +11.1% |
| Q4 2019 | $233,000 | +14.2% | 1,000 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $204,000 | – | 1,000 | – | 0.01% | – |
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% |