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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,129,149 | -3.6% | 10,762 | 0.0% | 0.25% | +2.4% |
| Q2 2023 | $1,171,659 | +17.3% | 10,762 | 0.0% | 0.25% | +11.7% |
| Q1 2023 | $998,821 | +24.6% | 10,762 | 0.0% | 0.22% | +18.7% |
| Q4 2022 | $801,661 | +1.5% | 10,762 | 0.0% | 0.19% | -4.6% |
| Q3 2022 | $790,000 | -8.1% | 10,762 | 0.0% | 0.20% | +2.6% |
| Q2 2022 | $860,000 | -22.5% | 10,762 | 0.0% | 0.19% | -6.4% |
| Q1 2022 | $1,109,000 | -10.3% | 10,762 | 0.0% | 0.20% | -1.0% |
| Q4 2021 | $1,236,000 | +13.4% | 10,762 | 0.0% | 0.21% | +6.7% |
| Q3 2021 | $1,090,000 | +1.9% | 10,762 | 0.0% | 0.19% | +3.2% |
| Q2 2021 | $1,070,000 | +11.7% | 10,762 | -1.4% | 0.19% | +1.1% |
| Q1 2021 | $958,000 | -1.8% | 10,919 | -4.9% | 0.18% | -6.1% |
| Q4 2020 | $976,000 | +13.0% | 11,476 | +300.0% | 0.20% | +1.5% |
| Q3 2020 | $864,000 | +8.7% | 2,869 | -2.6% | 0.19% | -1.0% |
| Q2 2020 | $795,000 | +32.1% | 2,945 | 0.0% | 0.20% | +3.2% |
| Q1 2020 | $602,000 | -12.1% | 2,945 | 0.0% | 0.19% | +8.6% |
| Q4 2019 | $685,000 | – | 2,945 | – | 0.18% | – |
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% |