ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 573 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.27 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $1,510,608 | +24.1% | 13,875 | +5.8% | 0.06% | +9.4% |
| Q1 2023 | $1,216,833 | +10.8% | 13,111 | -11.1% | 0.05% | -1.9% |
| Q4 2022 | $1,098,546 | +46.1% | 14,747 | +43.9% | 0.05% | +28.6% |
| Q3 2022 | $752,000 | +11.6% | 10,246 | +21.6% | 0.04% | +10.5% |
| Q2 2022 | $674,000 | +22.8% | 8,425 | +58.2% | 0.04% | +22.6% |
| Q1 2022 | $549,000 | -7.1% | 5,324 | +3.4% | 0.03% | -6.1% |
| Q4 2021 | $591,000 | +17.7% | 5,148 | +3.9% | 0.03% | -2.9% |
| Q3 2021 | $502,000 | -1.0% | 4,953 | -2.8% | 0.03% | -5.6% |
| Q2 2021 | $507,000 | +13.9% | 5,097 | +0.4% | 0.04% | -7.7% |
| Q1 2021 | $445,000 | -0.2% | 5,076 | -3.3% | 0.04% | -22.0% |
| Q4 2020 | $446,000 | +24.2% | 5,247 | +339.4% | 0.05% | +4.2% |
| Q3 2020 | $359,000 | +5.9% | 1,194 | -4.9% | 0.05% | -7.7% |
| Q2 2020 | $339,000 | +16.9% | 1,256 | -11.5% | 0.05% | -8.8% |
| Q1 2020 | $290,000 | +1.0% | 1,420 | +0.9% | 0.06% | +21.3% |
| Q3 2019 | $287,000 | -1.0% | 1,407 | -4.1% | 0.05% | -6.0% |
| Q2 2019 | $290,000 | -4.0% | 1,467 | -7.4% | 0.05% | -7.4% |
| Q1 2019 | $302,000 | – | 1,585 | – | 0.05% | – |
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% |