ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 573 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.27 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $222,572 | -5.3% | 2,115 | -0.6% | 0.01% | 0.0% |
| Q2 2023 | $235,053 | +5.4% | 2,128 | -14.8% | 0.01% | -25.0% |
| Q2 2022 | $223,000 | +7.2% | 2,498 | +0.1% | 0.02% | 0.0% |
| Q1 2022 | $208,000 | -47.9% | 2,496 | -37.1% | 0.02% | -42.9% |
| Q4 2021 | $399,000 | -10.5% | 3,966 | 0.0% | 0.03% | -9.7% |
| Q3 2021 | $446,000 | -45.5% | 3,966 | -49.6% | 0.03% | +3.3% |
| Q2 2021 | $818,000 | +119.3% | 7,868 | +100.2% | 0.03% | -3.2% |
| Q1 2021 | $373,000 | +11.3% | 3,931 | +4.0% | 0.03% | -3.1% |
| Q4 2020 | $335,000 | +15.5% | 3,781 | +288.6% | 0.03% | -5.9% |
| Q3 2020 | $290,000 | +7.8% | 973 | +0.1% | 0.03% | 0.0% |
| Q2 2020 | $269,000 | -15.1% | 972 | -29.9% | 0.03% | -30.6% |
| Q1 2020 | $317,000 | +32.6% | 1,386 | +42.6% | 0.05% | +69.0% |
| Q4 2019 | $239,000 | +12.2% | 972 | -5.1% | 0.03% | -3.3% |
| Q3 2019 | $213,000 | +0.5% | 1,024 | +0.2% | 0.03% | 0.0% |
| Q2 2019 | $212,000 | +3.4% | 1,022 | +0.2% | 0.03% | 0.0% |
| Q1 2019 | $205,000 | -11.6% | 1,020 | -27.3% | 0.03% | -11.8% |
| Q4 2018 | $232,000 | +129.7% | 1,403 | +137.0% | 0.03% | +126.7% |
| Q3 2018 | $101,000 | +87.0% | 592 | +94.1% | 0.02% | +87.5% |
| Q2 2018 | $54,000 | – | 305 | – | 0.01% | – |
Download | ||||||
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% |