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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $58,545 | -3.6% | 558 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $60,749 | +10.6% | 558 | -5.7% | 0.00% | 0.0% |
| Q1 2023 | $54,944 | +24.6% | 592 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $44,098 | +2.6% | 592 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $43,000 | -8.5% | 592 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $47,000 | -23.0% | 592 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $61,000 | -10.3% | 592 | 0.0% | 0.00% | -25.0% |
| Q4 2021 | $68,000 | -99.9% | 592 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $59,946,000 | +1.9% | 592 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $58,845,000 | +13.3% | 592 | 0.0% | 0.00% | +33.3% |
| Q1 2021 | $51,918,000 | +103736.0% | 592 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $50,000 | -99.9% | 592 | +294.7% | 0.00% | -50.0% |
| Q3 2020 | $45,161,000 | +11.5% | 150 | -99.8% | 0.01% | 0.0% |
| Q2 2020 | $40,510,000 | +32.1% | 62,085 | +41290.0% | 0.01% | +20.0% |
| Q1 2020 | $30,659,000 | -12.1% | 150 | 0.0% | 0.01% | 0.0% |
| Q4 2019 | $34,890,000 | +116200.0% | 150 | 0.0% | 0.01% | +25.0% |
| Q3 2019 | $30,000 | -99.9% | 150 | 0.0% | 0.00% | -20.0% |
| Q2 2019 | $29,684,000 | +3.8% | 150 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $28,590,000 | +124204.3% | 150 | 0.0% | 0.01% | +25.0% |
| Q4 2018 | $23,000 | – | 150 | – | 0.00% | – |
Download | ||||||
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% |