ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 329 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is 0.61 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $1,122,000 | -70.0% | 15,289 | -67.3% | 0.18% | -70.1% |
| Q2 2022 | $3,743,000 | +11.9% | 46,816 | +44.2% | 0.59% | +11.6% |
| Q1 2022 | $3,345,000 | -36.2% | 32,459 | -28.9% | 0.53% | -31.8% |
| Q4 2021 | $5,242,000 | +48.5% | 45,652 | +31.0% | 0.77% | +23.7% |
| Q3 2021 | $3,529,000 | +732.3% | 34,853 | +1809.8% | 0.62% | +412.3% |
| Q4 2019 | $424,000 | +11.3% | 1,825 | -2.3% | 0.12% | -3.2% |
| Q3 2019 | $381,000 | +27.9% | 1,868 | +24.0% | 0.13% | +16.7% |
| Q2 2019 | $298,000 | +4.9% | 1,507 | +1.2% | 0.11% | +8.0% |
| Q1 2019 | $284,000 | -84.2% | 1,489 | -83.9% | 0.10% | -73.7% |
| Q3 2018 | $1,798,000 | +125.3% | 9,268 | +107.2% | 0.38% | -2.1% |
| Q2 2018 | $798,000 | +35.7% | 4,474 | +29.0% | 0.39% | +25.2% |
| Q1 2018 | $588,000 | +34.9% | 3,468 | +29.4% | 0.31% | +25.0% |
| Q4 2017 | $436,000 | – | 2,680 | – | 0.25% | – |
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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% |