ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 809 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 1.51 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $56,912 | -3.6% | 542 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $59,054 | +17.3% | 542 | 0.0% | 0.02% | +15.4% |
| Q1 2023 | $50,343 | +24.6% | 542 | 0.0% | 0.01% | +18.2% |
| Q4 2022 | $40,405 | +6.3% | 542 | +5.4% | 0.01% | 0.0% |
| Q3 2022 | $38,000 | -7.3% | 514 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $41,000 | -26.8% | 514 | -5.9% | 0.01% | -15.4% |
| Q1 2022 | $56,000 | -11.1% | 546 | 0.0% | 0.01% | -7.1% |
| Q4 2021 | $63,000 | +14.5% | 546 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $55,000 | -25.7% | 546 | -26.8% | 0.01% | -26.3% |
| Q2 2021 | $74,000 | +13.8% | 746 | 0.0% | 0.02% | +5.6% |
| Q1 2021 | $65,000 | +3.2% | 746 | 0.0% | 0.02% | 0.0% |
| Q4 2020 | $63,000 | +12.5% | 746 | +301.1% | 0.02% | 0.0% |
| Q3 2020 | $56,000 | +12.0% | 186 | 0.0% | 0.02% | +5.9% |
| Q2 2020 | $50,000 | +31.6% | 186 | 0.0% | 0.02% | +13.3% |
| Q1 2020 | $38,000 | -2.6% | 186 | +12.0% | 0.02% | +15.4% |
| Q4 2019 | $39,000 | +14.7% | 166 | 0.0% | 0.01% | +18.2% |
| Q3 2019 | $34,000 | +3.0% | 166 | 0.0% | 0.01% | +22.2% |
| Q2 2019 | $33,000 | – | 166 | – | 0.01% | – |
Download | ||||||
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% |