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 | $1,569,720 | 0.0% | 14,418 | 0.0% | 1.43% | 0.0% |
| Q2 2023 | $1,569,720 | +16.8% | 14,418 | -0.5% | 1.43% | +8.4% |
| Q1 2023 | $1,344,513 | +23.5% | 14,487 | -0.9% | 1.32% | +15.4% |
| Q4 2022 | $1,088,772 | -2.9% | 14,616 | -4.3% | 1.14% | -6.8% |
| Q3 2022 | $1,121,000 | -7.3% | 15,274 | +1.0% | 1.22% | -8.9% |
| Q2 2022 | $1,209,000 | -22.3% | 15,118 | +0.1% | 1.34% | -7.0% |
| Q1 2022 | $1,556,000 | -7.3% | 15,100 | +3.3% | 1.45% | +15.0% |
| Q4 2021 | $1,678,000 | +12.0% | 14,615 | -1.2% | 1.26% | +4.6% |
| Q3 2021 | $1,498,000 | +7.2% | 14,796 | +5.3% | 1.20% | +0.2% |
| Q2 2021 | $1,397,000 | +0.5% | 14,054 | -11.4% | 1.20% | -2.4% |
| Q1 2021 | $1,390,000 | -28.4% | 15,854 | -30.5% | 1.23% | -37.2% |
| Q4 2020 | $1,941,000 | +126.8% | 22,810 | +326.3% | 1.96% | -15.2% |
| Q4 2018 | $856,000 | -18.4% | 5,351 | -1.1% | 2.31% | +45.4% |
| Q3 2018 | $1,049,000 | – | 5,408 | – | 1.59% | – |
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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% |