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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $16,788 | -22.9% | 160 | -20.0% | 0.00% | -20.0% |
| Q2 2023 | $21,774 | +17.3% | 200 | 0.0% | 0.01% | +25.0% |
| Q1 2023 | $18,562 | +24.6% | 200 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $14,898 | -0.7% | 200 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $15,000 | -6.2% | 200 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $16,000 | -23.8% | 200 | 0.0% | 0.00% | -20.0% |
| Q1 2022 | $21,000 | -8.7% | 200 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $23,000 | +15.0% | 200 | 0.0% | 0.01% | +25.0% |
| Q3 2021 | $20,000 | -33.3% | 200 | -33.3% | 0.00% | -33.3% |
| Q2 2021 | $30,000 | +15.4% | 300 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $26,000 | 0.0% | 300 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $26,000 | -13.3% | 300 | +200.0% | 0.01% | -33.3% |
| Q3 2020 | $30,000 | -3.2% | 100 | -13.8% | 0.01% | -18.2% |
| Q2 2020 | $31,000 | +29.2% | 116 | 0.0% | 0.01% | -8.3% |
| Q1 2020 | $24,000 | -11.1% | 116 | 0.0% | 0.01% | -7.7% |
| Q4 2019 | $27,000 | +12.5% | 116 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $24,000 | – | 116 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| PGIM Custom Harvest LLC | 4,311,874 | $452,401,820 | 16.70% |
| Mendel Capital Management LLC | 110,028 | $11,544,182 | 9.48% |
| First Citizens Financial Corp | 103,824 | $10,893,214 | 7.68% |
| Signature Wealth Management Partners, LLC | 64,359 | $6,752,580 | 6.60% |
| Stonebridge Financial Planning Group, LLC | 84,401 | $8,855,318 | 5.68% |
| Buttonwood Financial Group, LLC | 75,107 | $7,761,044 | 5.66% |
| COTTONWOOD CAPITAL ADVISORS, LLC | 43,767 | $4,592,068 | 4.29% |
| Commonwealth Financial Services, LLC | 117,067 | $12,282,668 | 3.65% |
| Pariax, LLC | 10,949 | $1,148,769 | 3.58% |
| Parker Investment Management, LLC | 153,117 | $16,065,036 | 3.47% |