ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 686 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.35 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $2,450 | +68.6% | 22,505 | +43.7% | 0.11% | +79.7% |
| Q1 2023 | $1,453 | +85.6% | 15,657 | +48.9% | 0.06% | +51.3% |
| Q4 2022 | $783 | -100.0% | 10,515 | -57.8% | 0.04% | -60.2% |
| Q3 2022 | $1,827,000 | +592.0% | 24,902 | +655.5% | 0.10% | +600.0% |
| Q2 2022 | $264,000 | -80.6% | 3,296 | -75.0% | 0.01% | -70.2% |
| Q1 2022 | $1,361,000 | -51.0% | 13,210 | -45.4% | 0.05% | -37.3% |
| Q4 2021 | $2,780,000 | -0.9% | 24,204 | -12.6% | 0.08% | -33.6% |
| Q3 2021 | $2,804,000 | +530.1% | 27,688 | +1580.1% | 0.11% | +222.9% |
| Q2 2020 | $445,000 | -12.7% | 1,648 | -61.5% | 0.04% | -25.5% |
| Q3 2016 | $510,000 | – | 4,283 | – | 0.05% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| PGIM Custom Harvest LLC | 4,311,874 | $452,401,820 | 16.70% |
| Mendel Capital Management LLC | 110,028 | $11,544,182 | 9.48% |
| First Citizens Financial Corp | 103,824 | $10,893,214 | 7.68% |
| Signature Wealth Management Partners, LLC | 64,359 | $6,752,580 | 6.60% |
| Stonebridge Financial Planning Group, LLC | 84,401 | $8,855,318 | 5.68% |
| Buttonwood Financial Group, LLC | 75,107 | $7,761,044 | 5.66% |
| COTTONWOOD CAPITAL ADVISORS, LLC | 43,767 | $4,592,068 | 4.29% |
| Commonwealth Financial Services, LLC | 117,067 | $12,282,668 | 3.65% |
| Pariax, LLC | 10,949 | $1,148,769 | 3.58% |
| Parker Investment Management, LLC | 153,117 | $16,065,036 | 3.47% |