ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 729 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.17 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 ↓ |
---|---|---|---|
Mendel Capital Management LLC | 132,889 | $10,624,000 | 11.89% |
Pariax, LLC | 83,514 | $6,677,000 | 7.38% |
Signature Wealth Management Partners, LLC | 82,125 | $6,566,000 | 6.72% |
First Citizens Financial Corp | 86,847 | $6,943,000 | 6.12% |
Stonebridge Financial Planning Group, LLC | 98,231 | $7,854,000 | 5.33% |
Quantitative Advantage, LLC | 367,374 | $29,372,000 | 5.10% |
Danda Trouve Investment Management, Inc. | 30,886 | $2,469,000 | 3.80% |
Portfolio Strategies, Inc. | 195,178 | $15,651,000 | 3.65% |
COTTONWOOD CAPITAL ADVISORS, LLC | 48,315 | $3,863,000 | 3.49% |
HC Advisors, LLC | 55,204 | $4,414,000 | 3.14% |