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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $420,000 | -14.5% | 4,274 | 0.0% | 0.05% | -8.6% |
| Q4 2021 | $491,000 | +13.4% | 4,274 | 0.0% | 0.06% | +3.6% |
| Q3 2021 | $433,000 | +1.9% | 4,274 | 0.0% | 0.06% | +3.7% |
| Q2 2021 | $425,000 | +13.3% | 4,274 | 0.0% | 0.05% | +5.9% |
| Q1 2021 | $375,000 | -8.5% | 4,274 | -11.4% | 0.05% | -12.1% |
| Q4 2020 | $410,000 | +12.9% | 4,824 | +300.0% | 0.06% | +5.5% |
| Q3 2020 | $363,000 | +11.7% | 1,206 | 0.0% | 0.06% | +5.8% |
| Q2 2020 | $325,000 | +32.1% | 1,206 | 0.0% | 0.05% | +13.0% |
| Q1 2020 | $246,000 | -12.5% | 1,206 | 0.0% | 0.05% | +4.5% |
| Q4 2019 | $281,000 | +14.2% | 1,206 | 0.0% | 0.04% | +7.3% |
| Q3 2019 | $246,000 | +2.9% | 1,206 | 0.0% | 0.04% | -2.4% |
| Q2 2019 | $239,000 | +3.9% | 1,206 | 0.0% | 0.04% | -2.3% |
| Q1 2019 | $230,000 | +19.2% | 1,206 | 0.0% | 0.04% | +4.9% |
| Q4 2018 | $193,000 | -17.5% | 1,206 | -0.1% | 0.04% | -14.6% |
| Q3 2018 | $234,000 | +8.8% | 1,207 | 0.0% | 0.05% | +2.1% |
| Q2 2018 | $215,000 | +5.9% | 1,207 | 0.0% | 0.05% | 0.0% |
| Q1 2018 | $203,000 | +3.6% | 1,207 | 0.0% | 0.05% | -14.5% |
| Q4 2017 | $196,000 | – | 1,207 | – | 0.06% | – |
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% |