ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 550 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 0.12 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $349,574 | -3.5% | 3,332 | +0.1% | 0.04% | -10.0% |
| Q2 2023 | $362,428 | -8.5% | 3,329 | -22.0% | 0.04% | -4.8% |
| Q1 2023 | $396,206 | +32.0% | 4,269 | +6.0% | 0.04% | +23.5% |
| Q4 2022 | $300,120 | -23.4% | 4,029 | -24.6% | 0.03% | -26.1% |
| Q3 2022 | $392,000 | -8.2% | 5,347 | +0.1% | 0.05% | +4.5% |
| Q2 2022 | $427,000 | -20.3% | 5,339 | +2.6% | 0.04% | -8.3% |
| Q1 2022 | $536,000 | -23.2% | 5,204 | -14.4% | 0.05% | -7.7% |
| Q4 2021 | $698,000 | -7.9% | 6,080 | -18.8% | 0.05% | -16.1% |
| Q3 2021 | $758,000 | +1.9% | 7,484 | 0.0% | 0.06% | 0.0% |
| Q2 2021 | $744,000 | +13.4% | 7,484 | 0.0% | 0.06% | +3.3% |
| Q1 2021 | $656,000 | +3.0% | 7,484 | 0.0% | 0.06% | -4.8% |
| Q4 2020 | $637,000 | +13.1% | 7,484 | +300.0% | 0.06% | +1.6% |
| Q3 2020 | $563,000 | -5.7% | 1,871 | -15.5% | 0.06% | -12.7% |
| Q2 2020 | $597,000 | +32.1% | 2,213 | +0.1% | 0.07% | +12.7% |
| Q1 2020 | $452,000 | -50.4% | 2,211 | -43.6% | 0.06% | +31.2% |
| Q4 2019 | $912,000 | – | 3,921 | – | 0.05% | – |
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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% |