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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $16,368,156 | -50.8% | 156,006 | -49.0% | 0.05% | -72.8% |
| Q2 2023 | $33,290,292 | +9.7% | 305,780 | -6.5% | 0.17% | +170.3% |
| Q1 2023 | $30,339,682 | +452.2% | 326,901 | +343.2% | 0.06% | +433.3% |
| Q4 2022 | $5,494,680 | +14.3% | 73,764 | +12.6% | 0.01% | -7.7% |
| Q3 2022 | $4,807,000 | -5.1% | 65,520 | +3.4% | 0.01% | 0.0% |
| Q2 2022 | $5,064,000 | -22.0% | 63,335 | +0.6% | 0.01% | -7.1% |
| Q1 2022 | $6,489,000 | -4.5% | 62,974 | +6.4% | 0.01% | -6.7% |
| Q4 2021 | $6,793,000 | -8.3% | 59,165 | -19.1% | 0.02% | -16.7% |
| Q3 2021 | $7,410,000 | +21.4% | 73,176 | +19.2% | 0.02% | +12.5% |
| Q2 2021 | $6,103,000 | +16.3% | 61,398 | +2.6% | 0.02% | -5.9% |
| Q1 2021 | $5,248,000 | -2.8% | 59,841 | -5.7% | 0.02% | -5.6% |
| Q4 2020 | $5,401,000 | +8.6% | 63,480 | +284.3% | 0.02% | -5.3% |
| Q3 2020 | $4,973,000 | +14.6% | 16,519 | +2.7% | 0.02% | -5.0% |
| Q2 2020 | $4,340,000 | +19.9% | 16,087 | -9.2% | 0.02% | -4.8% |
| Q1 2020 | $3,621,000 | -11.5% | 17,717 | +0.7% | 0.02% | +10.5% |
| Q4 2019 | $4,092,000 | +54.8% | 17,594 | +36.0% | 0.02% | +35.7% |
| Q3 2019 | $2,643,000 | +2.5% | 12,941 | -0.7% | 0.01% | 0.0% |
| Q2 2019 | $2,579,000 | +15.5% | 13,030 | +11.2% | 0.01% | +16.7% |
| Q1 2019 | $2,233,000 | -10.8% | 11,715 | -25.2% | 0.01% | -20.0% |
| Q4 2018 | $2,504,000 | +9.4% | 15,654 | +32.7% | 0.02% | +36.4% |
| Q3 2018 | $2,289,000 | +9.1% | 11,799 | +0.2% | 0.01% | -8.3% |
| Q2 2018 | $2,098,000 | +6.9% | 11,771 | +0.9% | 0.01% | -7.7% |
| Q1 2018 | $1,963,000 | +3.5% | 11,668 | +0.2% | 0.01% | +8.3% |
| Q4 2017 | $1,896,000 | +37.4% | 11,646 | +26.5% | 0.01% | +20.0% |
| Q3 2017 | $1,380,000 | +19.7% | 9,204 | +11.6% | 0.01% | +11.1% |
| Q2 2017 | $1,153,000 | -0.5% | 8,249 | -3.8% | 0.01% | 0.0% |
| Q1 2017 | $1,159,000 | +14.1% | 8,574 | +1.5% | 0.01% | 0.0% |
| Q4 2016 | $1,016,000 | -2.7% | 8,446 | -3.7% | 0.01% | -10.0% |
| Q3 2016 | $1,044,000 | +7.9% | 8,771 | -4.7% | 0.01% | +11.1% |
| Q2 2016 | $968,000 | +8.3% | 9,199 | +11.7% | 0.01% | 0.0% |
| Q1 2016 | $894,000 | -19.2% | 8,237 | -20.3% | 0.01% | -18.2% |
| Q4 2015 | $1,106,000 | +10.0% | 10,337 | +1.7% | 0.01% | -15.4% |
| Q3 2015 | $1,005,000 | -16.4% | 10,166 | -11.5% | 0.01% | -7.1% |
| Q2 2015 | $1,202,000 | +10.7% | 11,481 | +10.9% | 0.01% | +16.7% |
| Q1 2015 | $1,086,000 | -15.5% | 10,349 | -15.9% | 0.01% | -20.0% |
| Q4 2014 | $1,285,000 | +468.6% | 12,307 | +449.2% | 0.02% | +400.0% |
| Q3 2014 | $226,000 | -11.0% | 2,241 | -35.1% | 0.00% | -50.0% |
| Q2 2013 | $254,000 | – | 3,451 | – | 0.01% | – |
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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% |