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 | 4,262,531 | $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% |