ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 337 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is 0.41 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,142,516 | +0.1% | 10,613 | +0.8% | 0.38% | -1.8% |
| Q2 2023 | $1,141,326 | -3.4% | 10,531 | -17.2% | 0.39% | -7.6% |
| Q1 2023 | $1,181,800 | -0.7% | 12,725 | -11.6% | 0.42% | -20.7% |
| Q4 2022 | $1,190,482 | +101.1% | 14,393 | +75.3% | 0.53% | +78.5% |
| Q3 2022 | $592,000 | -14.2% | 8,210 | +0.4% | 0.30% | -15.3% |
| Q2 2022 | $690,000 | +159.4% | 8,181 | +447.6% | 0.35% | -3.0% |
| Q2 2018 | $266,000 | -35.4% | 1,494 | -38.9% | 0.36% | -46.7% |
| Q1 2018 | $412,000 | +32.9% | 2,447 | +28.5% | 0.68% | +12.9% |
| Q4 2017 | $310,000 | – | 1,905 | – | 0.60% | – |
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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% |