ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 419 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is 0.92 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $352,420 | -8.7% | 3,359 | -5.3% | 0.20% | -3.3% |
| Q2 2023 | $386,047 | +10.5% | 3,546 | -5.8% | 0.21% | -0.9% |
| Q1 2023 | $349,225 | +28.8% | 3,763 | +3.4% | 0.21% | +23.4% |
| Q4 2022 | $271,110 | -3.2% | 3,640 | -4.6% | 0.17% | -16.6% |
| Q3 2022 | $280,000 | -7.0% | 3,817 | +1.3% | 0.20% | -3.3% |
| Q2 2022 | $301,000 | -20.2% | 3,769 | +3.0% | 0.21% | -7.4% |
| Q1 2022 | $377,000 | -14.5% | 3,661 | -4.7% | 0.23% | -13.6% |
| Q4 2021 | $441,000 | +11.9% | 3,840 | -1.2% | 0.26% | +3.5% |
| Q3 2021 | $394,000 | -4.1% | 3,887 | -6.1% | 0.26% | -3.8% |
| Q2 2021 | $411,000 | +13.5% | 4,138 | +0.1% | 0.27% | +9.5% |
| Q1 2021 | $362,000 | -0.8% | 4,134 | -3.6% | 0.24% | -11.3% |
| Q4 2020 | $365,000 | +14.1% | 4,289 | +303.9% | 0.27% | -3.9% |
| Q3 2020 | $320,000 | +8.5% | 1,062 | -3.0% | 0.28% | -7.8% |
| Q2 2020 | $295,000 | +32.3% | 1,095 | 0.0% | 0.31% | +3.7% |
| Q1 2020 | $223,000 | -22.8% | 1,095 | -12.0% | 0.30% | +22.6% |
| Q4 2019 | $289,000 | – | 1,245 | – | 0.24% | – |
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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% |