ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 419 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is 0.92 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,704 | -3.6% | 16,230 | 0.0% | 0.72% | -2.6% |
| Q2 2023 | $1,767 | +9.1% | 16,230 | -7.0% | 0.74% | +5.9% |
| Q1 2023 | $1,619 | +24.6% | 17,446 | +0.0% | 0.70% | +13.9% |
| Q4 2022 | $1,299 | -99.9% | 17,443 | -4.6% | 0.61% | -3.2% |
| Q3 2022 | $1,342,000 | -1.5% | 18,288 | +7.3% | 0.63% | -2.6% |
| Q2 2022 | $1,363,000 | -45.1% | 17,050 | -29.3% | 0.65% | -22.9% |
| Q1 2022 | $2,483,000 | -10.1% | 24,100 | +0.2% | 0.84% | -10.8% |
| Q4 2021 | $2,762,000 | +24.9% | 24,052 | +11.5% | 0.94% | +18.4% |
| Q3 2021 | $2,212,000 | +44.2% | 21,566 | +39.9% | 0.80% | +56.0% |
| Q2 2021 | $1,534,000 | +76.1% | 15,416 | +58.8% | 0.51% | +49.9% |
| Q1 2021 | $871,000 | +159.2% | 9,705 | +145.8% | 0.34% | +124.3% |
| Q4 2020 | $336,000 | +143.5% | 3,949 | +762.2% | 0.15% | +300.0% |
| Q3 2020 | $138,000 | +236.6% | 458 | +201.3% | 0.04% | +58.3% |
| Q2 2020 | $41,000 | +115.8% | 152 | +60.0% | 0.02% | +71.4% |
| Q1 2020 | $19,000 | – | 95 | – | 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% |