ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 729 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.17 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,181,420 | -1.2% | 11,260 | +2.6% | 0.02% | +4.2% |
| Q2 2023 | $1,195,414 | +11.6% | 10,980 | -4.9% | 0.02% | +4.3% |
| Q1 2023 | $1,071,410 | +25.2% | 11,544 | +0.5% | 0.02% | +15.0% |
| Q4 2022 | $855,741 | +16.0% | 11,488 | +14.2% | 0.02% | +33.3% |
| Q3 2022 | $738,000 | -8.4% | 10,057 | -0.3% | 0.02% | -6.2% |
| Q2 2022 | $806,000 | -25.3% | 10,087 | -3.7% | 0.02% | -15.8% |
| Q1 2022 | $1,079,000 | -19.0% | 10,474 | -9.7% | 0.02% | -17.4% |
| Q4 2021 | $1,332,000 | +13.3% | 11,604 | -0.1% | 0.02% | +4.5% |
| Q3 2021 | $1,176,000 | -2.0% | 11,614 | -3.8% | 0.02% | 0.0% |
| Q2 2021 | $1,200,000 | +11.1% | 12,074 | -2.0% | 0.02% | +4.8% |
| Q1 2021 | $1,080,000 | -1.7% | 12,317 | -4.6% | 0.02% | -4.5% |
| Q4 2020 | $1,099,000 | +8.1% | 12,912 | +282.1% | 0.02% | -4.3% |
| Q3 2020 | $1,017,000 | +9.2% | 3,379 | -2.0% | 0.02% | +4.5% |
| Q2 2020 | $931,000 | +25.3% | 3,449 | -5.1% | 0.02% | +15.8% |
| Q1 2020 | $743,000 | -19.8% | 3,635 | -8.8% | 0.02% | -5.0% |
| Q4 2019 | $927,000 | 0.0% | 3,986 | -12.2% | 0.02% | -4.8% |
| Q3 2019 | $927,000 | -0.1% | 4,541 | -3.2% | 0.02% | +5.0% |
| Q2 2019 | $928,000 | -3.9% | 4,691 | -7.5% | 0.02% | -9.1% |
| Q1 2019 | $966,000 | +13.8% | 5,070 | -4.5% | 0.02% | +10.0% |
| Q4 2018 | $849,000 | -26.3% | 5,309 | -10.6% | 0.02% | -20.0% |
| Q3 2018 | $1,152,000 | -2.8% | 5,937 | -10.7% | 0.02% | -3.8% |
| Q2 2018 | $1,185,000 | -6.1% | 6,647 | -11.4% | 0.03% | -7.1% |
| Q1 2018 | $1,262,000 | -4.3% | 7,502 | -7.4% | 0.03% | 0.0% |
| Q4 2017 | $1,319,000 | – | 8,104 | – | 0.03% | – |
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% |