ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 809 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 1.51 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $262,825 | -3.6% | 2,505 | 0.0% | 0.09% | -2.2% |
| Q2 2023 | $272,719 | +17.3% | 2,505 | 0.0% | 0.09% | +11.1% |
| Q1 2023 | $232,489 | +16.2% | 2,505 | 0.0% | 0.08% | +3.8% |
| Q2 2022 | $200,000 | -22.5% | 2,505 | 0.0% | 0.08% | -7.1% |
| Q1 2022 | $258,000 | -10.4% | 2,505 | 0.0% | 0.08% | -11.6% |
| Q4 2021 | $288,000 | +13.4% | 2,505 | 0.0% | 0.10% | +5.6% |
| Q3 2021 | $254,000 | +25.7% | 2,505 | +27.8% | 0.09% | +26.8% |
| Q2 2021 | $202,000 | +21.0% | 1,960 | 0.0% | 0.07% | -18.4% |
| Q4 2020 | $167,000 | +46.5% | 1,960 | +300.0% | 0.09% | +50.0% |
| Q4 2019 | $114,000 | +22.6% | 490 | 0.0% | 0.06% | +16.0% |
| Q1 2019 | $93,000 | +19.2% | 490 | 0.0% | 0.05% | +8.7% |
| Q4 2018 | $78,000 | -17.9% | 490 | 0.0% | 0.05% | 0.0% |
| Q3 2018 | $95,000 | +9.2% | 490 | 0.0% | 0.05% | +4.5% |
| Q2 2018 | $87,000 | +6.1% | 490 | 0.0% | 0.04% | +2.3% |
| Q1 2018 | $82,000 | +2.5% | 490 | 0.0% | 0.04% | +7.5% |
| Q4 2017 | $80,000 | +9.6% | 490 | 0.0% | 0.04% | +8.1% |
| Q3 2017 | $73,000 | +7.4% | 490 | 0.0% | 0.04% | +2.8% |
| Q2 2017 | $68,000 | +3.0% | 490 | 0.0% | 0.04% | -5.3% |
| Q1 2017 | $66,000 | +11.9% | 490 | 0.0% | 0.04% | +8.6% |
| Q4 2016 | $59,000 | +1.7% | 490 | 0.0% | 0.04% | -2.8% |
| Q3 2016 | $58,000 | – | 490 | – | 0.04% | – |
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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% |