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 | ||||
|---|---|---|---|---|---|---|
| Q1 2015 | $17,658,000 | -5.8% | 168,240 | -6.3% | 3.24% | -9.6% |
| Q4 2014 | $18,753,000 | +8.7% | 179,624 | +4.9% | 3.59% | +14.9% |
| Q3 2014 | $17,260,000 | -0.0% | 171,300 | -3.9% | 3.12% | +0.2% |
| Q2 2014 | $17,264,000 | +26.4% | 178,200 | +18.8% | 3.12% | +23.3% |
| Q1 2014 | $13,659,000 | – | 150,000 | – | 2.53% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| PGIM Custom Harvest LLC | 4,311,874 | $452,401,820 | 16.70% |
| Mendel Capital Management LLC | 110,028 | $11,544,182 | 9.48% |
| First Citizens Financial Corp | 103,824 | $10,893,214 | 7.68% |
| Signature Wealth Management Partners, LLC | 64,359 | $6,752,580 | 6.60% |
| Stonebridge Financial Planning Group, LLC | 84,401 | $8,855,318 | 5.68% |
| Buttonwood Financial Group, LLC | 75,107 | $7,761,044 | 5.66% |
| COTTONWOOD CAPITAL ADVISORS, LLC | 43,767 | $4,592,068 | 4.29% |
| Commonwealth Financial Services, LLC | 117,067 | $12,282,668 | 3.65% |
| Pariax, LLC | 10,949 | $1,148,769 | 3.58% |
| Parker Investment Management, LLC | 153,117 | $16,065,036 | 3.47% |