ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 573 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.27 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $220,209 | +1.9% | 2,956 | 0.0% | 0.03% | -10.0% |
| Q3 2022 | $216,000 | -8.5% | 2,956 | 0.0% | 0.03% | -11.8% |
| Q2 2022 | $236,000 | -10.6% | 2,956 | +0.1% | 0.03% | -5.6% |
| Q1 2022 | $264,000 | -22.1% | 2,953 | +0.0% | 0.04% | -20.0% |
| Q4 2021 | $339,000 | -5.3% | 2,952 | -16.7% | 0.04% | -15.1% |
| Q3 2021 | $358,000 | -1.9% | 3,543 | +0.1% | 0.05% | -5.4% |
| Q2 2021 | $365,000 | +17.7% | 3,540 | +0.1% | 0.06% | +16.7% |
| Q1 2021 | $310,000 | -1.0% | 3,537 | +0.1% | 0.05% | -7.7% |
| Q4 2020 | $313,000 | +18.1% | 3,534 | +300.7% | 0.05% | 0.0% |
| Q3 2020 | $265,000 | +8.6% | 882 | +0.1% | 0.05% | +4.0% |
| Q2 2020 | $244,000 | +20.2% | 881 | +0.6% | 0.05% | +11.1% |
| Q4 2019 | $203,000 | – | 876 | – | 0.04% | – |
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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% |