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 | $1,142,347 | +79174.6% | 10,888 | -17.7% | 0.25% | +6.9% |
| Q2 2023 | $1,441 | +108.2% | 13,235 | +77.5% | 0.23% | +103.5% |
| Q1 2023 | $692 | +24.7% | 7,458 | +0.2% | 0.11% | +9.6% |
| Q4 2022 | $555 | -100.0% | 7,446 | -31.6% | 0.10% | -58.1% |
| Q3 2022 | $1,142,347 | +43.3% | 10,888 | +16.4% | 0.25% | +38.5% |
| Q2 2022 | $797,000 | -24.6% | 9,352 | -13.6% | 0.18% | -16.7% |
| Q1 2022 | $1,057,000 | – | 10,826 | – | 0.22% | – |
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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% |