ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 742 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.46 and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $2,939,649 | -3.7% | 28,018 | -0.0% | 0.36% | -0.3% |
Q2 2023 | $3,051,299 | +12.2% | 28,027 | -4.4% | 0.36% | +6.5% |
Q1 2023 | $2,720,354 | +26.4% | 29,311 | -0.1% | 0.34% | +9.3% |
Q3 2022 | $2,153,000 | -14.5% | 29,348 | -3.7% | 0.31% | -7.4% |
Q2 2022 | $2,519,000 | -12.1% | 30,476 | -0.6% | 0.34% | -4.5% |
Q1 2022 | $2,866,000 | -13.6% | 30,666 | +6.2% | 0.35% | -6.9% |
Q4 2021 | $3,316,000 | +64.6% | 28,878 | +45.1% | 0.38% | +39.5% |
Q3 2021 | $2,015,000 | – | 19,899 | – | 0.27% | – |
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% |