ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 809 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 1.51 and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2022 | $402,000 | -65.9% | 5,029 | -56.0% | 0.30% | +13.5% |
Q1 2022 | $1,178,000 | -10.2% | 11,429 | 0.0% | 0.27% | -4.0% |
Q4 2021 | $1,312,000 | +4.5% | 11,429 | -7.8% | 0.28% | -1.8% |
Q3 2021 | $1,256,000 | +1.9% | 12,400 | 0.0% | 0.28% | +1.1% |
Q2 2021 | $1,233,000 | +13.4% | 12,400 | 0.0% | 0.28% | +3.7% |
Q1 2021 | $1,087,000 | +3.0% | 12,400 | 0.0% | 0.27% | +39.2% |
Q4 2020 | $1,055,000 | +13.1% | 12,400 | +300.0% | 0.19% | -1.0% |
Q3 2020 | $933,000 | +10.8% | 3,100 | -0.6% | 0.20% | +7.7% |
Q2 2020 | $842,000 | +31.2% | 3,120 | -0.6% | 0.18% | +9.6% |
Q1 2020 | $642,000 | -20.4% | 3,140 | -9.6% | 0.17% | -3.5% |
Q4 2019 | $807,000 | -87.7% | 3,472 | -89.2% | 0.17% | -85.2% |
Q3 2019 | $6,577,000 | +7.4% | 32,208 | -6.0% | 1.17% | -16.5% |
Q2 2019 | $6,121,000 | -3.0% | 34,263 | +3.5% | 1.40% | +16.5% |
Q1 2019 | $6,308,000 | +13.8% | 33,093 | -4.5% | 1.20% | +0.3% |
Q4 2018 | $5,544,000 | -18.7% | 34,665 | -1.2% | 1.20% | -12.5% |
Q3 2018 | $6,820,000 | +5.3% | 35,084 | -3.3% | 1.37% | -2.5% |
Q2 2018 | $6,478,000 | +4.5% | 36,263 | -1.6% | 1.40% | +1.6% |
Q1 2018 | $6,197,000 | +33.7% | 36,838 | +29.3% | 1.38% | +26.1% |
Q4 2017 | $4,636,000 | – | 28,484 | – | 1.09% | – |
Download |
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% |