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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $19,212 | -68.0% | 207 | -60.4% | 0.00% | -77.8% |
| Q4 2021 | $60,000 | +13.2% | 523 | 0.0% | 0.01% | +12.5% |
| Q3 2021 | $53,000 | -87.4% | 523 | -70.9% | 0.01% | -95.1% |
| Q4 2019 | $419,000 | +5885.7% | 1,800 | +4290.2% | 0.16% | +5333.3% |
| Q4 2017 | $7,000 | -53.3% | 41 | -71.7% | 0.00% | -66.7% |
| Q4 2014 | $15,000 | 0.0% | 145 | 0.0% | 0.01% | 0.0% |
| Q3 2014 | $15,000 | +7.1% | 145 | 0.0% | 0.01% | +12.5% |
| Q2 2014 | $14,000 | – | 145 | – | 0.01% | – |
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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% |