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 | $3,160,000 | +3.9% | 30,090 | +7.7% | 0.20% | +16.5% |
| Q2 2023 | $3,041,000 | +381935.2% | 27,937 | +225.9% | 0.17% | +178.7% |
| Q1 2023 | $796 | -99.9% | 8,573 | -18.6% | 0.06% | -11.6% |
| Q4 2021 | $1,209,000 | +311.2% | 10,527 | +225.6% | 0.07% | +590.0% |
| Q1 2021 | $294,000 | +44.8% | 3,233 | +35.6% | 0.01% | +11.1% |
| Q4 2020 | $203,000 | +1.0% | 2,384 | +257.4% | 0.01% | -10.0% |
| Q3 2020 | $201,000 | -11.1% | 667 | -20.2% | 0.01% | -16.7% |
| Q2 2020 | $226,000 | +16.5% | 836 | -12.0% | 0.01% | -14.3% |
| Q1 2020 | $194,000 | -78.8% | 950 | -75.9% | 0.01% | -80.0% |
| Q4 2019 | $917,000 | -41.4% | 3,944 | -48.5% | 0.07% | -45.7% |
| Q3 2019 | $1,565,000 | +467.0% | 7,662 | +297.8% | 0.13% | +59.3% |
| Q1 2017 | $276,000 | -14.6% | 1,926 | -21.6% | 0.08% | -25.0% |
| Q4 2016 | $323,000 | – | 2,458 | – | 0.11% | – |
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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% |