ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 448 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is 0.48 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $347,632 | -4.8% | 3,160 | -3.7% | 0.02% | -4.0% |
| Q2 2023 | $365,037 | +16.3% | 3,283 | -2.9% | 0.02% | +8.7% |
| Q1 2023 | $313,883 | +18.5% | 3,382 | -4.9% | 0.02% | +9.5% |
| Q4 2022 | $264,812 | +2307.4% | 3,555 | +2334.9% | 0.02% | +2000.0% |
| Q3 2022 | $11,000 | -8.3% | 146 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $12,000 | -20.0% | 146 | +0.7% | 0.00% | -50.0% |
| Q1 2022 | $15,000 | -11.8% | 145 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $17,000 | -86.0% | 145 | -87.8% | 0.00% | -84.6% |
| Q3 2021 | $121,000 | +11.0% | 1,192 | +8.9% | 0.01% | +8.3% |
| Q2 2021 | $109,000 | +23.9% | 1,095 | +9.7% | 0.01% | -7.7% |
| Q1 2021 | $88,000 | +266.7% | 998 | +256.4% | 0.01% | +225.0% |
| Q4 2020 | $24,000 | +118.2% | 280 | +677.8% | 0.00% | +100.0% |
| Q3 2020 | $11,000 | +10.0% | 36 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $10,000 | +25.0% | 36 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $8,000 | -11.1% | 36 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $9,000 | – | 36 | – | 0.00% | – |
Download | ||||||
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% |