ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 18 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $14,738 | -71.9% | 140 | -71.0% | 0.01% | -71.4% |
| Q2 2023 | $52,503 | +17.4% | 482 | 0.0% | 0.04% | +20.7% |
| Q1 2023 | $44,730 | +30.4% | 482 | +4.6% | 0.03% | +11.5% |
| Q4 2022 | $34,304 | +18.3% | 461 | +64.6% | 0.03% | +62.5% |
| Q1 2022 | $29,000 | -12.1% | 280 | -3.1% | 0.02% | -15.8% |
| Q4 2021 | $33,000 | +22.2% | 289 | +7.0% | 0.02% | +18.8% |
| Q3 2021 | $27,000 | -91.4% | 270 | -74.1% | 0.02% | -94.5% |
| Q3 2020 | $314,000 | +11.7% | 1,043 | +0.1% | 0.29% | +5.4% |
| Q2 2020 | $281,000 | +32.5% | 1,042 | +0.6% | 0.28% | +95.8% |
| Q1 2020 | $212,000 | – | 1,036 | – | 0.14% | – |
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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% |