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 | $896,857 | +0.1% | 8,548 | +3.9% | 0.08% | +4.9% |
| Q2 2023 | $895,892 | +18.5% | 8,229 | +1.0% | 0.08% | +14.1% |
| Q1 2023 | $756,216 | +24.6% | 8,148 | 0.0% | 0.07% | +20.3% |
| Q4 2022 | $606,945 | +1.5% | 8,148 | 0.0% | 0.06% | -10.6% |
| Q3 2022 | $598,000 | -8.1% | 8,148 | 0.0% | 0.07% | -4.3% |
| Q2 2022 | $651,000 | -22.5% | 8,148 | 0.0% | 0.07% | -12.7% |
| Q1 2022 | $840,000 | -10.3% | 8,148 | 0.0% | 0.08% | -10.2% |
| Q4 2021 | $936,000 | +13.5% | 8,148 | 0.0% | 0.09% | +3.5% |
| Q3 2021 | $825,000 | – | 8,148 | – | 0.08% | – |
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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% |