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 | $515,392 | +7.4% | 4,912 | +11.4% | 0.03% | +13.8% |
| Q2 2023 | $479,949 | +96.7% | 4,408 | +442.9% | 0.03% | +52.6% |
| Q3 2020 | $244,000 | -3.2% | 812 | -13.6% | 0.02% | 0.0% |
| Q2 2020 | $252,000 | +15.1% | 940 | -12.4% | 0.02% | -26.9% |
| Q1 2020 | $219,000 | -16.7% | 1,073 | -4.2% | 0.03% | +160.0% |
| Q4 2019 | $263,000 | +11.4% | 1,120 | -3.2% | 0.01% | -58.3% |
| Q3 2019 | $236,000 | +2.6% | 1,157 | 0.0% | 0.02% | +4.3% |
| Q2 2019 | $230,000 | +7.5% | 1,157 | +2.7% | 0.02% | -4.2% |
| Q1 2019 | $214,000 | +0.5% | 1,127 | -15.2% | 0.02% | -11.1% |
| Q4 2018 | $213,000 | -19.9% | 1,329 | -3.1% | 0.03% | -6.9% |
| Q3 2018 | $266,000 | -10.7% | 1,371 | -18.0% | 0.03% | +31.8% |
| Q2 2018 | $298,000 | +3.8% | 1,671 | -2.1% | 0.02% | 0.0% |
| Q1 2018 | $287,000 | +3.6% | 1,706 | +0.4% | 0.02% | 0.0% |
| Q4 2017 | $277,000 | +34.5% | 1,700 | +23.7% | 0.02% | +22.2% |
| Q3 2017 | $206,000 | – | 1,374 | – | 0.02% | – |
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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% |