ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 631 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.14 and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2023 | $73,751 | +17.3% | 677 | 0.0% | 0.03% | -3.1% |
Q1 2023 | $62,858 | +93.1% | 677 | +54.9% | 0.03% | +77.8% |
Q4 2022 | $32,552 | +1.7% | 437 | 0.0% | 0.02% | -10.0% |
Q3 2022 | $32,000 | -8.6% | 437 | +1.2% | 0.02% | -4.8% |
Q2 2022 | $35,000 | -22.2% | 432 | 0.0% | 0.02% | -19.2% |
Q1 2022 | $45,000 | -10.0% | 432 | 0.0% | 0.03% | -13.3% |
Q4 2021 | $50,000 | -24.2% | 432 | -35.3% | 0.03% | -36.2% |
Q2 2021 | $66,000 | +11.9% | 668 | 0.0% | 0.05% | -6.0% |
Q1 2021 | $59,000 | +3.5% | 668 | 0.0% | 0.05% | +6.4% |
Q4 2020 | $57,000 | +14.0% | 668 | +300.0% | 0.05% | -6.0% |
Q3 2020 | $50,000 | +11.1% | 167 | 0.0% | 0.05% | +2.0% |
Q2 2020 | $45,000 | +32.4% | 167 | 0.0% | 0.05% | +4.3% |
Q1 2020 | $34,000 | – | 167 | – | 0.05% | – |
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% |