ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 812 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.62 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $172,384 | -3.6% | 1,643 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $178,873 | +1547.2% | 1,643 | +1304.3% | 0.01% | +800.0% |
| Q1 2023 | $10,859 | -99.5% | 117 | -99.6% | 0.00% | -99.2% |
| Q4 2022 | $2,216,539 | +797.4% | 29,756 | +784.8% | 0.13% | +731.2% |
| Q3 2022 | $247,000 | -97.4% | 3,363 | -96.2% | 0.02% | -98.8% |
| Q4 2014 | $9,358,000 | – | 89,640 | – | 1.30% | – |
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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% |