ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 563 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 0.43 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $406,565 | -6.6% | 3,875 | -3.1% | 0.05% | -13.1% |
| Q2 2023 | $435,153 | +18.2% | 3,997 | +0.8% | 0.06% | +10.9% |
| Q1 2023 | $368,084 | +27.3% | 3,966 | +2.2% | 0.06% | +22.2% |
| Q4 2022 | $289,170 | +2.2% | 3,882 | +0.8% | 0.04% | -4.3% |
| Q3 2022 | $283,000 | -8.1% | 3,852 | 0.0% | 0.05% | -4.1% |
| Q2 2022 | $308,000 | -22.4% | 3,852 | 0.0% | 0.05% | -7.5% |
| Q1 2022 | $397,000 | -10.2% | 3,852 | 0.0% | 0.05% | -5.4% |
| Q4 2021 | $442,000 | +10.5% | 3,852 | -2.5% | 0.06% | +3.7% |
| Q3 2021 | $400,000 | -60.9% | 3,952 | -61.6% | 0.05% | -61.2% |
| Q2 2021 | $1,024,000 | +13.4% | 10,300 | 0.0% | 0.14% | +2.2% |
| Q1 2021 | $903,000 | +3.1% | 10,300 | 0.0% | 0.14% | -2.9% |
| Q4 2020 | $876,000 | +2.9% | 10,300 | +264.6% | 0.14% | -14.1% |
| Q3 2020 | $851,000 | +11.7% | 2,825 | 0.0% | 0.16% | +0.6% |
| Q2 2020 | $762,000 | +32.1% | 2,825 | 0.0% | 0.16% | +4.5% |
| Q1 2020 | $577,000 | +87.3% | 2,825 | +113.2% | 0.16% | +118.3% |
| Q4 2019 | $308,000 | – | 1,325 | – | 0.07% | – |
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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% |