ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 573 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.27 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 ↓ |
|---|---|---|---|
| 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% |