ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 809 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 1.51 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2014 | $42,878,000 | +31.6% | 410,709 | +27.0% | 0.76% | +25.9% |
| Q3 2014 | $32,592,000 | -7.1% | 323,465 | -10.7% | 0.60% | -4.1% |
| Q2 2014 | $35,098,000 | -35.9% | 362,297 | -39.7% | 0.63% | -40.0% |
| Q1 2014 | $54,725,000 | +2.2% | 600,980 | -0.7% | 1.05% | +19.0% |
| Q4 2013 | $53,541,000 | +28.9% | 605,336 | +14.9% | 0.88% | +11.5% |
| Q3 2013 | $41,529,000 | +63.0% | 527,039 | +52.3% | 0.79% | +44.6% |
| Q2 2013 | $25,477,000 | – | 345,976 | – | 0.54% | – |
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% |