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 | ||||
|---|---|---|---|---|---|---|
| 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 ↓ |
|---|---|---|---|
| Mendel Capital Management LLC | 132,889 | $10,624,000 | 11.89% |
| Pariax, LLC | 83,514 | $6,677,000 | 7.38% |
| Signature Wealth Management Partners, LLC | 82,125 | $6,566,000 | 6.72% |
| First Citizens Financial Corp | 86,847 | $6,943,000 | 6.12% |
| Stonebridge Financial Planning Group, LLC | 98,231 | $7,854,000 | 5.33% |
| Quantitative Advantage, LLC | 367,374 | $29,372,000 | 5.10% |
| Danda Trouve Investment Management, Inc. | 30,886 | $2,469,000 | 3.80% |
| Portfolio Strategies, Inc. | 195,178 | $15,651,000 | 3.65% |
| COTTONWOOD CAPITAL ADVISORS, LLC | 48,315 | $3,863,000 | 3.49% |
| HC Advisors, LLC | 55,204 | $4,414,000 | 3.14% |