ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 496 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is 0.89 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $322,868 | -22.0% | 3,077 | -19.1% | 0.02% | -21.1% |
| Q2 2023 | $413,954 | -19.0% | 3,802 | -31.0% | 0.02% | -13.6% |
| Q1 2023 | $511,290 | +22.4% | 5,509 | -1.7% | 0.02% | +10.0% |
| Q4 2022 | $417,665 | -9.8% | 5,607 | -11.1% | 0.02% | -23.1% |
| Q3 2022 | $463,000 | +67.1% | 6,308 | +81.9% | 0.03% | +52.9% |
| Q2 2022 | $277,000 | -28.2% | 3,467 | -7.3% | 0.02% | -26.1% |
| Q1 2022 | $386,000 | -42.2% | 3,742 | -35.7% | 0.02% | -42.5% |
| Q4 2021 | $668,000 | +4.2% | 5,822 | -8.0% | 0.04% | -4.8% |
| Q3 2021 | $641,000 | +19.4% | 6,329 | +17.1% | 0.04% | +16.7% |
| Q2 2021 | $537,000 | +10.5% | 5,404 | -2.5% | 0.04% | +2.9% |
| Q1 2021 | $486,000 | +17.4% | 5,545 | +13.9% | 0.04% | -5.4% |
| Q4 2020 | $414,000 | +38.0% | 4,868 | +388.3% | 0.04% | +12.1% |
| Q3 2020 | $300,000 | +597.7% | 997 | +370.3% | 0.03% | +450.0% |
| Q1 2020 | $43,000 | -2.3% | 212 | +12.2% | 0.01% | 0.0% |
| Q4 2019 | $44,000 | +25.7% | 189 | +11.2% | 0.01% | +20.0% |
| Q3 2019 | $35,000 | +2.9% | 170 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $34,000 | – | 170 | – | 0.01% | – |
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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% |