ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 573 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.27 and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $949,510 | -19.9% | 9,050 | -16.8% | 0.02% | 0.0% |
Q2 2023 | $1,184,706 | +16.0% | 10,882 | -1.1% | 0.02% | +50.0% |
Q1 2023 | $1,021,010 | +215.6% | 11,001 | +153.3% | 0.01% | +250.0% |
Q4 2022 | $323,511 | -36.4% | 4,343 | -37.4% | 0.00% | -42.9% |
Q3 2022 | $509,000 | -8.6% | 6,933 | -0.6% | 0.01% | -22.2% |
Q2 2022 | $557,000 | -22.3% | 6,972 | 0.0% | 0.01% | -10.0% |
Q1 2022 | $717,000 | -10.4% | 6,972 | 0.0% | 0.01% | -23.1% |
Q4 2021 | $800,000 | +13.3% | 6,972 | 0.0% | 0.01% | +44.4% |
Q3 2021 | $706,000 | +1.9% | 6,972 | 0.0% | 0.01% | 0.0% |
Q2 2021 | $693,000 | +29.3% | 6,972 | +14.1% | 0.01% | +28.6% |
Q1 2021 | $536,000 | -5.6% | 6,112 | -8.4% | 0.01% | -12.5% |
Q4 2020 | $568,000 | +5.8% | 6,672 | +274.2% | 0.01% | -11.1% |
Q3 2020 | $537,000 | +14.7% | 1,783 | +2.9% | 0.01% | 0.0% |
Q2 2020 | $468,000 | +32.2% | 1,733 | 0.0% | 0.01% | 0.0% |
Q1 2020 | $354,000 | -12.2% | 1,733 | 0.0% | 0.01% | +28.6% |
Q4 2019 | $403,000 | +13.8% | 1,733 | 0.0% | 0.01% | 0.0% |
Q3 2019 | $354,000 | +6.9% | 1,733 | +3.6% | 0.01% | -36.4% |
Q2 2019 | $331,000 | – | 1,673 | – | 0.01% | – |
Download |
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% |