ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 374 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is 0.28 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $404,991 | -3.6% | 3,860 | 0.0% | 0.09% | 0.0% |
| Q2 2023 | $420,238 | +17.3% | 3,860 | 0.0% | 0.09% | +12.2% |
| Q1 2023 | $358,247 | +39.0% | 3,860 | +11.6% | 0.08% | +30.2% |
| Q4 2022 | $257,735 | +1.5% | 3,460 | 0.0% | 0.06% | -3.1% |
| Q3 2022 | $254,000 | -8.3% | 3,460 | 0.0% | 0.06% | -13.3% |
| Q2 2022 | $277,000 | -22.4% | 3,460 | 0.0% | 0.08% | -24.2% |
| Q1 2022 | $357,000 | +22.3% | 3,460 | +36.2% | 0.10% | +30.3% |
| Q4 2021 | $292,000 | +13.6% | 2,540 | 0.0% | 0.08% | +7.0% |
| Q3 2021 | $257,000 | +2.0% | 2,540 | 0.0% | 0.07% | +6.0% |
| Q2 2021 | $252,000 | +13.0% | 2,540 | 0.0% | 0.07% | -4.3% |
| Q1 2021 | $223,000 | +3.2% | 2,540 | 0.0% | 0.07% | -5.4% |
| Q4 2020 | $216,000 | +13.1% | 2,540 | +300.0% | 0.07% | -11.9% |
| Q3 2020 | $191,000 | +11.7% | 635 | 0.0% | 0.08% | +20.0% |
| Q2 2020 | $171,000 | +31.5% | 635 | 0.0% | 0.07% | +7.7% |
| Q1 2020 | $130,000 | -12.2% | 635 | 0.0% | 0.06% | +27.5% |
| Q4 2019 | $148,000 | +13.8% | 635 | 0.0% | 0.05% | +6.2% |
| Q3 2019 | $130,000 | +3.2% | 635 | 0.0% | 0.05% | -2.0% |
| Q2 2019 | $126,000 | – | 635 | – | 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% |