ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 680 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.02 and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $3,423 | -12.4% | 32,624 | -9.1% | 0.60% | -8.0% |
Q2 2023 | $3,907 | -99.9% | 35,890 | -12.3% | 0.65% | -34.3% |
Q4 2021 | $4,697,000 | +9.5% | 40,910 | -3.4% | 1.00% | +0.5% |
Q3 2021 | $4,288,000 | -14.5% | 42,346 | -11.8% | 0.99% | -64.2% |
Q4 2014 | $5,014,000 | +74.6% | 48,025 | +68.4% | 2.77% | +41.3% |
Q3 2014 | $2,872,000 | – | 28,511 | – | 1.96% | – |
Download |
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% |