ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 631 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.14 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $194 | -99.7% | 1,785 | +133.0% | 0.00% | – |
| Q2 2022 | $61,000 | -90.6% | 766 | -87.8% | 0.00% | -100.0% |
| Q1 2022 | $647,000 | +24.4% | 6,287 | +38.6% | 0.00% | 0.0% |
| Q4 2021 | $520,000 | -26.8% | 4,535 | -36.5% | 0.00% | 0.0% |
| Q3 2021 | $710,000 | +0.1% | 7,141 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $709,000 | +17.2% | 7,141 | +255.3% | 0.00% | 0.0% |
| Q3 2020 | $605,000 | +348.1% | 2,010 | +300.4% | 0.00% | – |
| Q2 2020 | $135,000 | -48.3% | 502 | -62.1% | 0.00% | -100.0% |
| Q2 2019 | $261,000 | +741.9% | 1,323 | +561.5% | 0.00% | – |
| Q4 2018 | $31,000 | -93.6% | 200 | -92.0% | 0.00% | -100.0% |
| Q3 2018 | $486,000 | +65.9% | 2,506 | +52.2% | 0.00% | +100.0% |
| Q2 2018 | $293,000 | +134.4% | 1,647 | +120.2% | 0.00% | -80.0% |
| Q1 2018 | $125,000 | +1983.3% | 748 | +1235.7% | 0.01% | – |
| Q1 2016 | $6,000 | – | 56 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Mendel Capital Management LLC | 132,889 | $10,624,000 | 11.89% |
| Pariax, LLC | 83,514 | $6,677,000 | 7.38% |
| Signature Wealth Management Partners, LLC | 82,125 | $6,566,000 | 6.72% |
| First Citizens Financial Corp | 86,847 | $6,943,000 | 6.12% |
| Stonebridge Financial Planning Group, LLC | 98,231 | $7,854,000 | 5.33% |
| Quantitative Advantage, LLC | 367,374 | $29,372,000 | 5.10% |
| Danda Trouve Investment Management, Inc. | 30,886 | $2,469,000 | 3.80% |
| Portfolio Strategies, Inc. | 195,178 | $15,651,000 | 3.65% |
| COTTONWOOD CAPITAL ADVISORS, LLC | 48,315 | $3,863,000 | 3.49% |
| HC Advisors, LLC | 55,204 | $4,414,000 | 3.14% |