ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 573 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.27 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $500,363 | -42.1% | 4,769 | -40.0% | 0.01% | -43.5% |
| Q2 2023 | $864,754 | +17.6% | 7,943 | +0.2% | 0.02% | +9.5% |
| Q1 2023 | $735,519 | +209449.6% | 7,925 | +68.2% | 0.02% | +110.0% |
| Q4 2022 | $351 | -99.5% | 4,711 | +380.7% | 0.01% | +400.0% |
| Q3 2022 | $72,000 | -7.7% | 980 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $78,000 | -22.8% | 980 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $101,000 | -10.6% | 980 | 0.0% | 0.00% | -33.3% |
| Q4 2021 | $113,000 | +14.1% | 980 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $99,000 | +2.1% | 980 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $97,000 | +12.8% | 980 | 0.0% | 0.00% | +50.0% |
| Q1 2021 | $86,000 | +19.4% | 980 | +15.0% | 0.00% | 0.0% |
| Q4 2020 | $72,000 | +12.5% | 852 | +300.0% | 0.00% | -33.3% |
| Q3 2020 | $64,000 | +12.3% | 213 | 0.0% | 0.00% | +50.0% |
| Q2 2020 | $57,000 | +29.5% | 213 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $44,000 | -12.0% | 213 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $50,000 | +22.0% | 213 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $41,000 | – | 213 | +21200.0% | 0.00% | – |
| Q4 2016 | $0 | – | 1 | – | 0.00% | – |
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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% |