ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 686 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.35 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $877,137 | -44.4% | 8,353 | -42.4% | 0.17% | -43.0% |
| Q2 2023 | $1,578,180 | +19.9% | 14,496 | +2.2% | 0.30% | +11.3% |
| Q1 2023 | $1,316,231 | +215.3% | 14,182 | +153.0% | 0.27% | +185.4% |
| Q4 2022 | $417,516 | +93.3% | 5,605 | +167.7% | 0.10% | +113.3% |
| Q1 2022 | $216,000 | -0.9% | 2,094 | 0.0% | 0.04% | -2.2% |
| Q4 2021 | $218,000 | +1.9% | 2,094 | -1.0% | 0.05% | -4.2% |
| Q3 2021 | $214,000 | +2.4% | 2,116 | +0.5% | 0.05% | 0.0% |
| Q2 2021 | $209,000 | – | 2,106 | – | 0.05% | – |
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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% |