ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 559 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 0.47 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $110,000 | -79.4% | 1,376 | -73.5% | 0.06% | -76.8% |
| Q1 2022 | $534,000 | +238.0% | 5,186 | +276.9% | 0.27% | +195.7% |
| Q4 2021 | $158,000 | +5.3% | 1,376 | -7.4% | 0.09% | +33.3% |
| Q3 2021 | $150,000 | 0.0% | 1,486 | -1.3% | 0.07% | +4.5% |
| Q2 2021 | $150,000 | +13.6% | 1,506 | 0.0% | 0.07% | +15.8% |
| Q1 2021 | $132,000 | -1.5% | 1,506 | -4.7% | 0.06% | -9.5% |
| Q4 2020 | $134,000 | +5.5% | 1,580 | +274.4% | 0.06% | -16.0% |
| Q3 2020 | $127,000 | +122.8% | 422 | +99.1% | 0.08% | +108.3% |
| Q2 2020 | $57,000 | +200.0% | 212 | +133.0% | 0.04% | +157.1% |
| Q1 2020 | $19,000 | -9.5% | 91 | 0.0% | 0.01% | +40.0% |
| Q4 2019 | $21,000 | – | 91 | – | 0.01% | – |
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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% |