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% | – |
Download |
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% |