ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 742 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.46 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $19,515 | -9.9% | 186 | -6.5% | 0.00% | – |
| Q2 2023 | $21,665 | +112.2% | 199 | +80.9% | 0.00% | – |
| Q1 2023 | $10,209 | +117.5% | 110 | +74.6% | 0.00% | – |
| Q4 2022 | $4,693 | -6.1% | 63 | 0.0% | 0.00% | – |
| Q3 2022 | $5,000 | 0.0% | 63 | -1.6% | 0.00% | – |
| Q2 2022 | $5,000 | -28.6% | 64 | 0.0% | 0.00% | – |
| Q1 2022 | $7,000 | 0.0% | 64 | 0.0% | 0.00% | – |
| Q4 2021 | $7,000 | – | 64 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Mendel Capital Management LLC | 138,334 | $15,884,000 | 14.58% |
| Danda Trouve Investment Management, Inc. | 70,944 | $8,146,000 | 9.23% |
| Nauset Wealth Management. LLC | 81,768 | $9,389,000 | 8.95% |
| Signature Wealth Management Partners, LLC | 82,582 | $9,482,000 | 8.04% |
| Pariax, LLC | 72,950 | $8,376,000 | 7.90% |
| First Citizens Financial Corp | 86,837 | $9,971,000 | 7.29% |
| Ciovacco Capital Management LLC | 98,055 | $11,259,000 | 6.79% |
| Quantitative Advantage, LLC | 369,870 | $42,468,000 | 6.56% |
| Stonebridge Financial Planning Group, LLC | 104,933 | $10,707,000 | 5.62% |
| Portfolio Strategies, Inc. | 185,814 | $21,336,000 | 3.98% |