ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 419 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is 0.92 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $977,120 | +6.1% | 9,313 | +10.1% | 0.40% | +6.0% |
| Q2 2023 | $920,931 | +17.4% | 8,459 | +0.0% | 0.38% | +9.8% |
| Q1 2023 | $784,709 | +24.6% | 8,455 | 0.0% | 0.35% | +15.7% |
| Q4 2022 | $629,813 | +19.3% | 8,455 | +17.5% | 0.30% | +9.9% |
| Q3 2022 | $528,000 | -8.0% | 7,197 | +0.2% | 0.27% | -4.2% |
| Q2 2022 | $574,000 | -41.7% | 7,185 | -24.9% | 0.28% | -31.7% |
| Q1 2022 | $985,000 | -16.0% | 9,562 | -6.3% | 0.42% | -15.1% |
| Q4 2021 | $1,172,000 | +1.8% | 10,210 | -10.2% | 0.49% | -7.7% |
| Q3 2021 | $1,151,000 | +9.0% | 11,369 | +9.4% | 0.53% | +8.1% |
| Q2 2021 | $1,056,000 | +9.3% | 10,396 | -5.6% | 0.49% | -0.6% |
| Q1 2021 | $966,000 | -14.9% | 11,012 | -17.5% | 0.50% | -20.5% |
| Q4 2020 | $1,135,000 | +28.4% | 13,344 | +354.5% | 0.62% | +11.1% |
| Q3 2020 | $884,000 | +26.1% | 2,936 | +12.9% | 0.56% | +14.0% |
| Q2 2020 | $701,000 | +55.8% | 2,600 | +18.0% | 0.49% | +25.2% |
| Q1 2020 | $450,000 | – | 2,203 | – | 0.39% | – |
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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% |