ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 680 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.02 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $224,000 | -24.3% | 2,178 | -15.6% | 0.00% | 0.0% |
| Q4 2021 | $296,000 | +12.5% | 2,582 | -0.6% | 0.00% | 0.0% |
| Q3 2021 | $263,000 | +1.9% | 2,597 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $258,000 | +56.4% | 2,597 | +265.8% | 0.00% | 0.0% |
| Q4 2019 | $165,000 | -21.8% | 710 | -31.8% | 0.00% | 0.0% |
| Q1 2019 | $211,000 | +6.0% | 1,041 | -16.5% | 0.00% | 0.0% |
| Q4 2018 | $199,000 | -12.7% | 1,246 | +6.0% | 0.00% | 0.0% |
| Q3 2018 | $228,000 | -7.7% | 1,176 | -15.0% | 0.00% | 0.0% |
| Q2 2018 | $247,000 | +4.2% | 1,384 | -1.6% | 0.00% | 0.0% |
| Q1 2018 | $237,000 | -47.1% | 1,406 | -48.9% | 0.00% | -50.0% |
| Q4 2017 | $448,000 | – | 2,751 | – | 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% |