ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 618 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.00 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,842,796 | +90.8% | 17,564 | +97.9% | 0.11% | +39.5% |
| Q2 2023 | $965,968 | +40.2% | 8,873 | +19.5% | 0.08% | +35.0% |
| Q1 2023 | $688,873 | +23.5% | 7,422 | -0.9% | 0.06% | +9.1% |
| Q4 2022 | $557,911 | +6.5% | 7,490 | +4.9% | 0.06% | -1.8% |
| Q3 2022 | $524,000 | +3.6% | 7,142 | +12.9% | 0.06% | +36.6% |
| Q2 2022 | $506,000 | +100.8% | 6,324 | +158.9% | 0.04% | +46.4% |
| Q1 2022 | $252,000 | -9.0% | 2,443 | +1.2% | 0.03% | -6.7% |
| Q4 2021 | $277,000 | +13.5% | 2,413 | -0.0% | 0.03% | 0.0% |
| Q3 2021 | $244,000 | +1.7% | 2,414 | -0.1% | 0.03% | -3.2% |
| Q2 2021 | $240,000 | – | 2,416 | – | 0.03% | – |
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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% |