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 | ||||
---|---|---|---|---|---|---|
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 | 4,262,531 | $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% |