ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 812 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.62 and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,257 | -5.3% | 11,976 | -1.7% | 0.31% | +0.3% |
Q2 2023 | $1,327 | +16.9% | 12,189 | -0.3% | 0.31% | +9.1% |
Q1 2023 | $1,135 | -5.5% | 12,231 | -24.1% | 0.28% | -10.7% |
Q4 2022 | $1,201 | -99.9% | 16,123 | -0.3% | 0.32% | -34.5% |
Q3 2022 | $1,187,000 | -14.2% | 16,178 | -6.6% | 0.49% | -9.0% |
Q2 2022 | $1,384,000 | -64.4% | 17,316 | -54.2% | 0.54% | -58.5% |
Q1 2022 | $3,893,000 | -22.0% | 37,778 | -13.1% | 1.29% | -15.1% |
Q4 2021 | $4,991,000 | +12.2% | 43,471 | -1.1% | 1.52% | +2.9% |
Q3 2021 | $4,449,000 | +0.1% | 43,940 | -1.7% | 1.48% | +1.9% |
Q2 2021 | $4,444,000 | – | 44,709 | – | 1.45% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Mendel Capital Management LLC | 132,889 | $10,624,000 | 11.89% |
Pariax, LLC | 83,514 | $6,677,000 | 7.38% |
Signature Wealth Management Partners, LLC | 82,125 | $6,566,000 | 6.72% |
First Citizens Financial Corp | 86,847 | $6,943,000 | 6.12% |
Stonebridge Financial Planning Group, LLC | 98,231 | $7,854,000 | 5.33% |
Quantitative Advantage, LLC | 367,374 | $29,372,000 | 5.10% |
Danda Trouve Investment Management, Inc. | 30,886 | $2,469,000 | 3.80% |
Portfolio Strategies, Inc. | 195,178 | $15,651,000 | 3.65% |
COTTONWOOD CAPITAL ADVISORS, LLC | 48,315 | $3,863,000 | 3.49% |
HC Advisors, LLC | 55,204 | $4,414,000 | 3.14% |