ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 468 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is 0.42 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $413,271 | +16.7% | 5,548 | +14.9% | 0.00% | 0.0% |
| Q3 2022 | $354,000 | +43.9% | 4,827 | +57.0% | 0.00% | +100.0% |
| Q2 2022 | $246,000 | -22.9% | 3,075 | -0.7% | 0.00% | 0.0% |
| Q1 2022 | $319,000 | -10.4% | 3,098 | 0.0% | 0.00% | -50.0% |
| Q4 2021 | $356,000 | +10.6% | 3,098 | -2.7% | 0.00% | 0.0% |
| Q3 2021 | $322,000 | +1.9% | 3,184 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $316,000 | +13.3% | 3,184 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $279,000 | -9.4% | 3,184 | -12.0% | 0.00% | 0.0% |
| Q4 2020 | $308,000 | +26.7% | 3,620 | +349.1% | 0.00% | 0.0% |
| Q3 2020 | $243,000 | -1.2% | 806 | -11.4% | 0.00% | 0.0% |
| Q2 2020 | $246,000 | +11.3% | 910 | -4.0% | 0.00% | 0.0% |
| Q4 2019 | $221,000 | – | 948 | – | 0.00% | – |
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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% |