ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 742 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.46 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $257,684 | -3.6% | 2,456 | 0.0% | 0.03% | -3.2% |
| Q2 2023 | $267,385 | +17.3% | 2,456 | 0.0% | 0.03% | +19.2% |
| Q1 2023 | $227,942 | +11.2% | 2,456 | -4.2% | 0.03% | +4.0% |
| Q2 2022 | $205,000 | -22.3% | 2,564 | 0.0% | 0.02% | -13.8% |
| Q1 2022 | $264,000 | -10.2% | 2,564 | 0.0% | 0.03% | 0.0% |
| Q4 2021 | $294,000 | +37.4% | 2,564 | +21.4% | 0.03% | -32.6% |
| Q3 2021 | $214,000 | +1.9% | 2,112 | 0.0% | 0.04% | +4.9% |
| Q2 2021 | $210,000 | -36.4% | 2,112 | -3.9% | 0.04% | -69.2% |
| Q3 2017 | $330,000 | -17.1% | 2,198 | -22.8% | 0.13% | -21.3% |
| Q2 2017 | $398,000 | +43.7% | 2,848 | +39.1% | 0.17% | +34.1% |
| Q1 2017 | $277,000 | +14.5% | 2,048 | +1.9% | 0.13% | +4.1% |
| Q4 2016 | $242,000 | – | 2,009 | – | 0.12% | – |
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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% |