ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 742 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.46 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $74 | +572.7% | 12,200 | +238.9% | 0.01% | +700.0% |
| Q2 2023 | $11 | +450.0% | 3,600 | +800.0% | 0.00% | – |
| Q1 2023 | $2 | -98.0% | 400 | -76.2% | 0.00% | -100.0% |
| Q4 2022 | $102 | -99.9% | 1,681 | -92.2% | 0.01% | +28.6% |
| Q3 2022 | $112,000 | +1500.0% | 21,581 | +307.2% | 0.01% | – |
| Q2 2022 | $7,000 | -91.2% | 5,300 | -87.7% | 0.00% | -100.0% |
| Q1 2022 | $80,000 | -31.6% | 43,200 | +1561.5% | 0.00% | -20.0% |
| Q4 2021 | $117,000 | +98.3% | 2,600 | +23.8% | 0.01% | +150.0% |
| Q3 2021 | $59,000 | +227.8% | 2,100 | +5.0% | 0.00% | +100.0% |
| Q2 2021 | $18,000 | -10.0% | 2,000 | -94.6% | 0.00% | 0.0% |
| Q1 2021 | $20,000 | -88.1% | 37,300 | +511.5% | 0.00% | -87.5% |
| Q4 2020 | $168,000 | +41.2% | 6,100 | +56.4% | 0.01% | 0.0% |
| Q3 2020 | $119,000 | +1090.0% | 3,900 | +333.3% | 0.01% | +700.0% |
| Q2 2020 | $10,000 | +150.0% | 900 | +350.0% | 0.00% | – |
| Q1 2020 | $4,000 | -63.6% | 200 | -71.4% | 0.00% | -100.0% |
| Q4 2019 | $11,000 | +83.3% | 700 | -74.1% | 0.00% | – |
| Q3 2019 | $6,000 | -98.5% | 2,700 | +28.6% | 0.00% | -100.0% |
| Q2 2019 | $395,000 | +7800.0% | 2,099 | +319.8% | 0.04% | +3600.0% |
| Q1 2019 | $5,000 | +66.7% | 500 | -86.5% | 0.00% | – |
| Q4 2018 | $3,000 | -78.6% | 3,700 | +37.0% | 0.00% | -100.0% |
| Q3 2018 | $14,000 | +600.0% | 2,700 | +285.7% | 0.00% | – |
| Q2 2018 | $2,000 | -89.5% | 700 | -75.9% | 0.00% | -100.0% |
| Q1 2018 | $19,000 | -79.3% | 2,900 | -20.2% | 0.00% | -50.0% |
| Q4 2017 | $92,000 | +1214.3% | 3,632 | +159.4% | 0.00% | – |
| Q3 2017 | $7,000 | -84.8% | 1,400 | -8.0% | 0.00% | -100.0% |
| Q2 2017 | $46,000 | -41.0% | 1,522 | +94.9% | 0.00% | -33.3% |
| Q1 2017 | $78,000 | +136.4% | 781 | +177.9% | 0.00% | +200.0% |
| Q4 2016 | $33,000 | -88.5% | 281 | -90.3% | 0.00% | -92.3% |
| Q3 2016 | $288,000 | +5660.0% | 2,902 | +107.3% | 0.01% | – |
| Q2 2016 | $5,000 | -58.3% | 1,400 | -33.3% | 0.00% | -100.0% |
| Q1 2016 | $12,000 | – | 2,100 | +2000.0% | 0.00% | – |
| Q4 2015 | $0 | – | 100 | – | 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% |