ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 680 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.02 and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $985,199 | +196.7% | 9,390 | +107.6% | 0.02% | +108.3% |
Q3 2022 | $332,000 | +4.7% | 4,524 | +14.0% | 0.01% | -14.3% |
Q2 2022 | $317,000 | -28.0% | 3,968 | +3.6% | 0.01% | -48.1% |
Q4 2021 | $440,000 | +86.4% | 3,831 | +42.5% | 0.03% | +22.7% |
Q1 2021 | $236,000 | +6.8% | 2,689 | +3.5% | 0.02% | -4.3% |
Q4 2020 | $221,000 | -90.1% | 2,598 | -65.0% | 0.02% | -84.0% |
Q3 2020 | $2,238,000 | +79.2% | 7,433 | +60.5% | 0.14% | +65.5% |
Q2 2020 | $1,249,000 | -40.9% | 4,631 | -55.3% | 0.09% | -43.1% |
Q1 2020 | $2,115,000 | – | 10,349 | – | 0.15% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Mendel Capital Management LLC | 132,889 | $10,624,000 | 11.89% |
Pariax, LLC | 83,514 | $6,677,000 | 7.38% |
Signature Wealth Management Partners, LLC | 82,125 | $6,566,000 | 6.72% |
First Citizens Financial Corp | 86,847 | $6,943,000 | 6.12% |
Stonebridge Financial Planning Group, LLC | 98,231 | $7,854,000 | 5.33% |
Quantitative Advantage, LLC | 367,374 | $29,372,000 | 5.10% |
Danda Trouve Investment Management, Inc. | 30,886 | $2,469,000 | 3.80% |
Portfolio Strategies, Inc. | 195,178 | $15,651,000 | 3.65% |
COTTONWOOD CAPITAL ADVISORS, LLC | 48,315 | $3,863,000 | 3.49% |
HC Advisors, LLC | 55,204 | $4,414,000 | 3.14% |