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 | $398,324 | -2.4% | 3,796 | +1.2% | 0.02% | -5.3% |
| Q2 2023 | $408,312 | +19.4% | 3,750 | +1.8% | 0.02% | +18.8% |
| Q1 2023 | $341,927 | +25.1% | 3,684 | +0.4% | 0.02% | +6.7% |
| Q4 2022 | $273,426 | +19.9% | 3,671 | +18.1% | 0.02% | 0.0% |
| Q3 2022 | $228,000 | -7.7% | 3,108 | +0.8% | 0.02% | -6.2% |
| Q2 2022 | $247,000 | -23.1% | 3,084 | -0.9% | 0.02% | 0.0% |
| Q1 2022 | $321,000 | -12.5% | 3,111 | -2.7% | 0.02% | -20.0% |
| Q4 2021 | $367,000 | +13.3% | 3,196 | +0.0% | 0.02% | +5.3% |
| Q3 2021 | $324,000 | +5.9% | 3,195 | +3.7% | 0.02% | 0.0% |
| Q2 2021 | $306,000 | +12.9% | 3,082 | -0.3% | 0.02% | +46.2% |
| Q1 2021 | $271,000 | +23.7% | 3,092 | +20.2% | 0.01% | +18.2% |
| Q4 2020 | $219,000 | -42.5% | 2,572 | +103.3% | 0.01% | -66.7% |
| Q3 2020 | $381,000 | +8.5% | 1,265 | -2.6% | 0.03% | +3.1% |
| Q2 2020 | $351,000 | +25.4% | 1,299 | +0.1% | 0.03% | +6.7% |
| Q1 2020 | $280,000 | -7.0% | 1,298 | +0.2% | 0.03% | +3.4% |
| Q4 2019 | $301,000 | +20.4% | 1,296 | +6.0% | 0.03% | +3.6% |
| Q3 2019 | $250,000 | +2.0% | 1,223 | -1.2% | 0.03% | 0.0% |
| Q2 2019 | $245,000 | +16.7% | 1,238 | +12.2% | 0.03% | +7.7% |
| Q1 2019 | $210,000 | +101.9% | 1,103 | +69.4% | 0.03% | +73.3% |
| Q4 2018 | $104,000 | -14.8% | 651 | -5.5% | 0.02% | -6.2% |
| Q3 2018 | $122,000 | -6.2% | 689 | 0.0% | 0.02% | -11.1% |
| Q2 2018 | $130,000 | +400.0% | 689 | +350.3% | 0.02% | +350.0% |
| Q1 2018 | $26,000 | +52.9% | 153 | +48.5% | 0.00% | +33.3% |
| Q4 2017 | $17,000 | +70.0% | 103 | +58.5% | 0.00% | +50.0% |
| Q3 2017 | $10,000 | – | 65 | – | 0.00% | – |
Download | ||||||
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% |