ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 573 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.27 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,036 | -97.0% | 48 | -97.9% | 0.00% | -96.9% |
| Q4 2022 | $167,452 | +498.0% | 2,248 | +546.0% | 0.03% | +433.3% |
| Q2 2022 | $28,000 | -33.3% | 348 | -5.4% | 0.01% | 0.0% |
| Q4 2021 | $42,000 | -99.5% | 368 | -99.6% | 0.01% | -99.6% |
| Q1 2021 | $8,268,000 | -5.2% | 94,282 | -8.0% | 1.41% | -6.3% |
| Q4 2020 | $8,717,000 | +12.0% | 102,456 | +296.5% | 1.51% | +3.4% |
| Q3 2020 | $7,780,000 | +10.6% | 25,842 | -0.9% | 1.46% | +4.8% |
| Q2 2020 | $7,033,000 | -27.4% | 26,070 | -45.8% | 1.39% | +23.2% |
| Q1 2020 | $9,684,000 | +61.6% | 48,076 | +86.6% | 1.13% | -4.8% |
| Q4 2019 | $5,993,000 | +32.2% | 25,764 | +16.1% | 1.18% | +21.4% |
| Q3 2019 | $4,532,000 | +4.9% | 22,194 | +1.6% | 0.98% | +0.1% |
| Q2 2019 | $4,322,000 | -5.4% | 21,842 | -8.9% | 0.97% | -5.0% |
| Q1 2019 | $4,569,000 | – | 23,971 | – | 1.02% | – |
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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% |