ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 742 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.46 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $378,137 | -3.5% | 3,601 | 0.0% | 0.05% | 0.0% |
| Q2 2023 | $392,041 | +17.3% | 3,601 | 0.0% | 0.05% | +9.5% |
| Q1 2023 | $334,209 | +18.0% | 3,601 | -5.3% | 0.04% | +16.7% |
| Q4 2022 | $283,136 | +1.5% | 3,801 | +0.0% | 0.04% | -5.3% |
| Q3 2022 | $279,000 | -8.2% | 3,800 | 0.0% | 0.04% | -2.6% |
| Q2 2022 | $304,000 | -22.4% | 3,800 | 0.0% | 0.04% | -13.3% |
| Q1 2022 | $392,000 | -10.1% | 3,800 | 0.0% | 0.04% | -11.8% |
| Q4 2021 | $436,000 | +13.2% | 3,800 | 0.0% | 0.05% | 0.0% |
| Q3 2021 | $385,000 | +1.9% | 3,800 | 0.0% | 0.05% | -3.8% |
| Q2 2021 | $378,000 | +13.5% | 3,800 | 0.0% | 0.05% | +3.9% |
| Q1 2021 | $333,000 | -2.1% | 3,800 | -5.0% | 0.05% | -10.5% |
| Q4 2020 | $340,000 | +13.0% | 4,000 | +300.0% | 0.06% | -3.4% |
| Q3 2020 | $301,000 | +11.5% | 1,000 | 0.0% | 0.06% | +1.7% |
| Q2 2020 | $270,000 | +32.4% | 1,000 | 0.0% | 0.06% | +9.4% |
| Q1 2020 | $204,000 | -7.7% | 1,000 | +5.3% | 0.05% | +15.2% |
| Q4 2019 | $221,000 | – | 950 | – | 0.05% | – |
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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% |