ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 631 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.14 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $66,638 | -92.9% | 718 | -93.9% | 0.02% | -93.8% |
| Q2 2022 | $939,000 | -25.3% | 11,743 | -3.7% | 0.35% | -9.0% |
| Q1 2022 | $1,257,000 | -11.2% | 12,198 | -1.0% | 0.39% | -15.1% |
| Q4 2021 | $1,415,000 | +12.6% | 12,320 | -0.8% | 0.46% | +7.8% |
| Q3 2021 | $1,257,000 | +0.9% | 12,416 | -0.9% | 0.42% | +6.8% |
| Q2 2021 | $1,246,000 | +13.6% | 12,534 | +0.2% | 0.40% | +3.4% |
| Q1 2021 | $1,097,000 | +1.6% | 12,510 | -1.4% | 0.38% | -10.3% |
| Q4 2020 | $1,080,000 | +17.1% | 12,691 | +314.5% | 0.43% | -9.5% |
| Q3 2020 | $922,000 | +15.7% | 3,062 | +3.7% | 0.47% | +10.3% |
| Q2 2020 | $797,000 | – | 2,954 | – | 0.43% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Mendel Capital Management LLC | 132,889 | $10,624,000 | 11.89% |
| Pariax, LLC | 83,514 | $6,677,000 | 7.38% |
| Signature Wealth Management Partners, LLC | 82,125 | $6,566,000 | 6.72% |
| First Citizens Financial Corp | 86,847 | $6,943,000 | 6.12% |
| Stonebridge Financial Planning Group, LLC | 98,231 | $7,854,000 | 5.33% |
| Quantitative Advantage, LLC | 367,374 | $29,372,000 | 5.10% |
| Danda Trouve Investment Management, Inc. | 30,886 | $2,469,000 | 3.80% |
| Portfolio Strategies, Inc. | 195,178 | $15,651,000 | 3.65% |
| COTTONWOOD CAPITAL ADVISORS, LLC | 48,315 | $3,863,000 | 3.49% |
| HC Advisors, LLC | 55,204 | $4,414,000 | 3.14% |