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 | $448 | +30.6% | 4,272 | +35.7% | 0.00% | 0.0% |
| Q2 2023 | $343 | +17.5% | 3,147 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $292 | +24.3% | 3,147 | -0.1% | 0.00% | 0.0% |
| Q4 2022 | $235 | -100.0% | 3,150 | -87.9% | 0.00% | -80.0% |
| Q3 2022 | $1,915,000 | -3.9% | 26,113 | +4.8% | 0.01% | 0.0% |
| Q2 2022 | $1,992,000 | -25.0% | 24,913 | -3.4% | 0.01% | -16.7% |
| Q1 2022 | $2,656,000 | -8.2% | 25,782 | +2.4% | 0.01% | 0.0% |
| Q4 2021 | $2,892,000 | +6.3% | 25,186 | -6.2% | 0.01% | 0.0% |
| Q3 2021 | $2,720,000 | +2593.1% | 26,862 | +1866.5% | 0.01% | +500.0% |
| Q2 2013 | $101,000 | – | 1,366 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Mendel Capital Management LLC | 138,334 | $15,884,000 | 14.58% |
| Danda Trouve Investment Management, Inc. | 70,944 | $8,146,000 | 9.23% |
| Nauset Wealth Management. LLC | 81,768 | $9,389,000 | 8.95% |
| Signature Wealth Management Partners, LLC | 82,582 | $9,482,000 | 8.04% |
| Pariax, LLC | 72,950 | $8,376,000 | 7.90% |
| First Citizens Financial Corp | 86,837 | $9,971,000 | 7.29% |
| Ciovacco Capital Management LLC | 98,055 | $11,259,000 | 6.79% |
| Quantitative Advantage, LLC | 369,870 | $42,468,000 | 6.56% |
| Stonebridge Financial Planning Group, LLC | 104,933 | $10,707,000 | 5.62% |
| Portfolio Strategies, Inc. | 185,814 | $21,336,000 | 3.98% |