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 | $2,200,593 | +11.4% | 20,974 | +15.6% | 0.04% | +12.5% |
| Q2 2023 | $1,975,991 | +15.2% | 18,150 | -1.8% | 0.03% | +10.3% |
| Q1 2023 | $1,714,758 | +20.7% | 18,476 | -3.1% | 0.03% | +11.5% |
| Q4 2022 | $1,420,989 | +28.5% | 19,076 | +26.5% | 0.03% | +13.0% |
| Q3 2022 | $1,106,000 | +72.3% | 15,076 | +87.7% | 0.02% | +76.9% |
| Q2 2022 | $642,000 | +69.4% | 8,030 | +118.1% | 0.01% | +44.4% |
| Q1 2022 | $379,000 | -12.9% | 3,682 | -14.3% | 0.01% | 0.0% |
| Q3 2021 | $435,000 | +55.9% | 4,298 | +35.0% | 0.01% | +28.6% |
| Q1 2021 | $279,000 | – | 3,184 | – | 0.01% | – |
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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% |