ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 809 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 1.51 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $515 | -59.0% | 4,911 | -57.4% | 0.04% | -37.7% |
| Q2 2023 | $1,255 | +126.9% | 11,523 | +55.1% | 0.07% | +187.5% |
| Q1 2023 | $553 | 0.0% | 7,428 | 0.0% | 0.02% | 0.0% |
| Q4 2022 | $553 | -99.9% | 7,428 | -21.9% | 0.02% | -60.0% |
| Q4 2014 | $993,000 | +78.3% | 9,513 | +72.2% | 0.06% | +66.7% |
| Q3 2014 | $557,000 | +5.7% | 5,524 | +1.6% | 0.04% | +2.9% |
| Q2 2014 | $527,000 | -46.6% | 5,438 | -49.8% | 0.04% | -57.3% |
| Q1 2014 | $986,000 | +113.0% | 10,826 | +103.0% | 0.08% | +78.3% |
| Q4 2013 | $463,000 | +99.6% | 5,333 | +81.0% | 0.05% | +70.4% |
| Q3 2013 | $232,000 | – | 2,947 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Mendel Capital Management LLC | 132,889 | $10,624,000 | 11.89% |
| Pariax, LLC | 83,514 | $6,677,000 | 7.38% |
| Signature Wealth Management Partners, LLC | 82,125 | $6,566,000 | 6.72% |
| First Citizens Financial Corp | 86,847 | $6,943,000 | 6.12% |
| Stonebridge Financial Planning Group, LLC | 98,231 | $7,854,000 | 5.33% |
| Quantitative Advantage, LLC | 367,374 | $29,372,000 | 5.10% |
| Danda Trouve Investment Management, Inc. | 30,886 | $2,469,000 | 3.80% |
| Portfolio Strategies, Inc. | 195,178 | $15,651,000 | 3.65% |
| COTTONWOOD CAPITAL ADVISORS, LLC | 48,315 | $3,863,000 | 3.49% |
| HC Advisors, LLC | 55,204 | $4,414,000 | 3.14% |