ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 1,000 filers reported holding ISHARES TR in Q2 2024. The put-call ratio across all filers is 0.84 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $247,272 | +9.0% | 1,643 | -2.1% | 0.01% | -11.1% |
| Q1 2024 | $226,766 | +12.4% | 1,679 | +2.2% | 0.01% | 0.0% |
| Q4 2023 | $201,678 | +17.0% | 1,643 | 0.0% | 0.01% | 0.0% |
| 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 ↓ |
|---|---|---|---|
| Mendel Capital Management LLC | 122,332 | $8,975,000 | 10.54% |
| Pariax, LLC | 83,993 | $6,163,000 | 7.08% |
| Signature Wealth Management Partners, LLC | 83,320 | $6,113,000 | 6.73% |
| First Citizens Financial Corp | 86,728 | $6,363,000 | 6.26% |
| Hobart Private Capital, LLC | 107,863 | $7,913,908 | 5.68% |
| Stonebridge Financial Planning Group, LLC | 97,077 | $7,123,000 | 4.98% |
| Quantitative Advantage, LLC | 354,674 | $26,022,000 | 4.56% |
| Danda Trouve Investment Management, Inc. | 30,688 | $2,252,000 | 4.16% |
| Portfolio Strategies, Inc. | 190,370 | $13,949,000 | 3.58% |
| COTTONWOOD CAPITAL ADVISORS, LLC | 47,561 | $3,490,000 | 3.32% |