ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 618 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.00 and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,250,856 | +17.2% | 11,922 | +21.6% | 0.04% | +5.4% |
Q2 2023 | $1,067,361 | +21.1% | 9,804 | +3.2% | 0.04% | +5.7% |
Q1 2023 | $881,394 | +91.8% | 9,497 | +53.9% | 0.04% | +52.2% |
Q4 2022 | $459,642 | +1.7% | 6,171 | +0.1% | 0.02% | -11.5% |
Q3 2022 | $452,000 | -10.5% | 6,164 | -2.4% | 0.03% | -10.3% |
Q2 2022 | $505,000 | -23.9% | 6,318 | -2.0% | 0.03% | -12.1% |
Q1 2022 | $664,000 | -11.9% | 6,445 | -1.9% | 0.03% | -8.3% |
Q4 2021 | $754,000 | +24.0% | 6,570 | +9.4% | 0.04% | +5.9% |
Q3 2021 | $608,000 | +5.2% | 6,007 | +3.3% | 0.03% | -2.9% |
Q2 2021 | $578,000 | +24.6% | 5,815 | +9.8% | 0.04% | +9.4% |
Q1 2021 | $464,000 | +2.4% | 5,294 | -0.6% | 0.03% | -3.0% |
Q4 2020 | $453,000 | -99.8% | 5,327 | +598.2% | 0.03% | +65.0% |
Q3 2020 | $230,000,000 | – | 763 | – | 0.02% | – |
Download |
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% |