ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 18 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,747,582 | -19.4% | 16,655 | -16.3% | 0.01% | 0.0% |
| Q2 2023 | $2,167,336 | +27.1% | 19,904 | +7.1% | 0.01% | +100.0% |
| Q1 2023 | $1,704,977 | +38.5% | 18,593 | +87.7% | 0.00% | -50.0% |
| Q4 2022 | $1,231,013 | +4.1% | 9,906 | -38.5% | 0.01% | -42.9% |
| Q3 2022 | $1,182,000 | -4.4% | 16,108 | +4.2% | 0.01% | 0.0% |
| Q2 2022 | $1,236,000 | – | 15,461 | – | 0.01% | – |
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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% |