ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 729 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.17 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,182,652 | -47.1% | 30,334 | -45.1% | 0.14% | -46.8% |
| Q2 2023 | $6,012,148 | +4.7% | 55,223 | -10.8% | 0.27% | -5.0% |
| Q1 2023 | $5,743,135 | +27.3% | 61,881 | +19.9% | 0.28% | +23.2% |
| Q4 2022 | $4,512,673 | +27.2% | 51,627 | +7.2% | 0.23% | +12.9% |
| Q3 2022 | $3,548,000 | +648.5% | 48,170 | +829.9% | 0.20% | +648.1% |
| Q2 2022 | $474,000 | -38.8% | 5,180 | -31.2% | 0.03% | -44.9% |
| Q1 2022 | $775,000 | +10.9% | 7,526 | +23.6% | 0.05% | +2.1% |
| Q4 2021 | $699,000 | +42.4% | 6,091 | +273.5% | 0.05% | -30.4% |
| Q3 2020 | $491,000 | +16.6% | 1,631 | +4.6% | 0.07% | +6.2% |
| Q2 2020 | $421,000 | – | 1,559 | – | 0.06% | – |
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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% |