ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 812 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.62 and the average weighting 0.4%.
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 ↓ |
|---|---|---|---|
| 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% |