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 | $212,841 | -26.4% | 1,955 | -50.4% | 0.04% | -33.9% |
| Q3 2022 | $289,000 | +43.1% | 3,940 | +55.6% | 0.06% | +180.0% |
| Q2 2022 | $202,000 | -27.1% | 2,532 | -5.9% | 0.02% | -16.7% |
| Q1 2022 | $277,000 | -20.4% | 2,692 | -11.1% | 0.02% | -14.3% |
| Q4 2021 | $348,000 | +3.6% | 3,029 | -8.6% | 0.03% | -6.7% |
| Q3 2021 | $336,000 | -99.7% | 3,314 | +406.7% | 0.03% | 0.0% |
| Q2 2019 | $129,426,000 | +109583.1% | 654 | -11.1% | 0.03% | -14.3% |
| Q4 2018 | $118,000 | -28.9% | 736 | -19.7% | 0.04% | -20.5% |
| Q3 2018 | $166,000 | -48.8% | 916 | -49.6% | 0.04% | -69.9% |
| Q2 2018 | $324,000 | +84.1% | 1,819 | +73.9% | 0.15% | +114.7% |
| Q1 2018 | $176,000 | -22.8% | 1,046 | -25.5% | 0.07% | -24.4% |
| Q4 2017 | $228,000 | +13.4% | 1,404 | +4.6% | 0.09% | -7.2% |
| Q3 2017 | $201,000 | – | 1,342 | – | 0.10% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| PGIM Custom Harvest LLC | 4,311,874 | $452,401,820 | 16.70% |
| Mendel Capital Management LLC | 110,028 | $11,544,182 | 9.48% |
| First Citizens Financial Corp | 103,824 | $10,893,214 | 7.68% |
| Signature Wealth Management Partners, LLC | 64,359 | $6,752,580 | 6.60% |
| Stonebridge Financial Planning Group, LLC | 84,401 | $8,855,318 | 5.68% |
| Buttonwood Financial Group, LLC | 75,107 | $7,761,044 | 5.66% |
| COTTONWOOD CAPITAL ADVISORS, LLC | 43,767 | $4,592,068 | 4.29% |
| Commonwealth Financial Services, LLC | 117,067 | $12,282,668 | 3.65% |
| Pariax, LLC | 10,949 | $1,148,769 | 3.58% |
| Parker Investment Management, LLC | 153,117 | $16,065,036 | 3.47% |