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 | $14,522,236 | -2.8% | 138,416 | +0.6% | 0.04% | -2.5% |
| Q2 2023 | $14,944,499 | +125886.3% | 137,586 | +7.6% | 0.04% | +17.6% |
| Q1 2023 | $11,862 | +38.3% | 127,820 | +11.1% | 0.03% | +21.4% |
| Q4 2022 | $8,574 | -99.8% | 115,096 | +97.6% | 0.03% | +64.7% |
| Q3 2022 | $4,274,000 | -1.2% | 58,246 | +7.7% | 0.02% | -5.6% |
| Q2 2022 | $4,325,000 | -25.7% | 54,088 | -4.3% | 0.02% | -18.2% |
| Q1 2022 | $5,821,000 | +113.8% | 56,489 | +138.2% | 0.02% | +83.3% |
| Q4 2021 | $2,723,000 | +35.4% | 23,719 | +19.4% | 0.01% | +20.0% |
| Q3 2021 | $2,011,000 | +1.9% | 19,862 | +0.1% | 0.01% | -16.7% |
| Q2 2021 | $1,973,000 | +11.1% | 19,852 | -2.0% | 0.01% | 0.0% |
| Q1 2021 | $1,776,000 | +18.2% | 20,252 | +14.6% | 0.01% | 0.0% |
| Q4 2020 | $1,503,000 | +128.8% | 17,669 | +432.4% | 0.01% | +50.0% |
| Q2 2019 | $657,000 | +18.2% | 3,319 | +13.7% | 0.01% | 0.0% |
| Q1 2019 | $556,000 | +18.8% | 2,919 | -0.2% | 0.01% | 0.0% |
| Q4 2018 | $468,000 | +1850.0% | 2,924 | +1362.0% | 0.01% | +700.0% |
| Q3 2016 | $24,000 | – | 200 | – | 0.00% | – |
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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% |