ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 550 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 0.12 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,052,348 | +2.7% | 10,030 | -47.1% | 0.02% | +6.7% |
| Q2 2023 | $1,024,249 | -16.0% | 18,946 | +324.2% | 0.02% | -28.6% |
| Q1 2023 | $1,219,486 | -44.8% | 4,466 | -85.0% | 0.02% | -47.5% |
| Q4 2022 | $2,211,030 | -56.6% | 29,682 | -53.4% | 0.04% | -65.2% |
| Q2 2022 | $5,089,000 | +264.0% | 63,654 | +369.2% | 0.12% | +271.0% |
| Q1 2022 | $1,398,000 | -74.2% | 13,567 | -71.2% | 0.03% | -75.8% |
| Q4 2021 | $5,417,000 | +1120.0% | 47,182 | +975.5% | 0.13% | +966.7% |
| Q3 2021 | $444,000 | +20.3% | 4,387 | +18.3% | 0.01% | +20.0% |
| Q2 2021 | $369,000 | +15.3% | 3,709 | +1.6% | 0.01% | 0.0% |
| Q1 2021 | $320,000 | -33.6% | 3,649 | -35.6% | 0.01% | -41.2% |
| Q4 2020 | $482,000 | +33.9% | 5,664 | +221.8% | 0.02% | -5.6% |
| Q1 2020 | $360,000 | -84.9% | 1,760 | -82.8% | 0.02% | -81.6% |
| Q4 2019 | $2,377,000 | +611.7% | 10,219 | +202.2% | 0.10% | +53.1% |
| Q3 2015 | $334,000 | – | 3,382 | – | 0.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| PGIM Custom Harvest LLC | 4,311,874 | $452,401,820 | 16.70% |
| Mendel Capital Management LLC | 110,028 | $11,544,182 | 9.48% |
| First Citizens Financial Corp | 103,824 | $10,893,214 | 7.68% |
| Signature Wealth Management Partners, LLC | 64,359 | $6,752,580 | 6.60% |
| Stonebridge Financial Planning Group, LLC | 84,401 | $8,855,318 | 5.68% |
| Buttonwood Financial Group, LLC | 75,107 | $7,761,044 | 5.66% |
| COTTONWOOD CAPITAL ADVISORS, LLC | 43,767 | $4,592,068 | 4.29% |
| Commonwealth Financial Services, LLC | 117,067 | $12,282,668 | 3.65% |
| Pariax, LLC | 10,949 | $1,148,769 | 3.58% |
| Parker Investment Management, LLC | 153,117 | $16,065,036 | 3.47% |