ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 680 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.02 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $447,040 | -4.5% | 4,261 | -0.9% | 0.12% | +12.5% |
| Q2 2023 | $468,224 | +16.2% | 4,301 | -0.9% | 0.10% | +6.1% |
| Q1 2023 | $402,916 | +102947.6% | 4,341 | -17.3% | 0.10% | -1.0% |
| Q4 2022 | $391 | -99.9% | 5,248 | -47.9% | 0.10% | -50.7% |
| Q3 2022 | $739,000 | +27.6% | 10,072 | +39.0% | 0.20% | +12.9% |
| Q2 2022 | $579,000 | -51.2% | 7,247 | -37.0% | 0.18% | -30.7% |
| Q1 2022 | $1,186,000 | +80.2% | 11,506 | +100.7% | 0.26% | +50.3% |
| Q4 2021 | $658,000 | -59.0% | 5,733 | -63.8% | 0.17% | -52.1% |
| Q3 2021 | $1,605,000 | -3.5% | 15,853 | -5.3% | 0.36% | +1.4% |
| Q2 2021 | $1,664,000 | +16.6% | 16,733 | +2.8% | 0.35% | +7.6% |
| Q1 2021 | $1,427,000 | -1.2% | 16,276 | -4.2% | 0.33% | -5.2% |
| Q4 2020 | $1,445,000 | +3.2% | 16,984 | +265.2% | 0.34% | -5.0% |
| Q3 2020 | $1,400,000 | +11.9% | 4,650 | +0.3% | 0.36% | +8.4% |
| Q2 2020 | $1,251,000 | +217.5% | 4,635 | +140.2% | 0.34% | +163.8% |
| Q1 2020 | $394,000 | -53.4% | 1,930 | -46.9% | 0.13% | -38.9% |
| Q4 2019 | $845,000 | – | 3,634 | – | 0.21% | – |
Download | ||||||
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% |