ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 563 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 0.43 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $8,946,000 | +361.8% | 121,935 | +403.3% | 0.62% | +325.3% |
| Q2 2022 | $1,937,000 | +4204.4% | 24,229 | +5296.2% | 0.15% | +3550.0% |
| Q3 2021 | $45,000 | -36.6% | 449 | -37.5% | 0.00% | -33.3% |
| Q2 2021 | $71,000 | -83.2% | 718 | -85.1% | 0.01% | -84.2% |
| Q1 2021 | $423,000 | -50.5% | 4,834 | -51.9% | 0.04% | -53.7% |
| Q4 2020 | $855,000 | +2210.8% | 10,050 | +4194.9% | 0.08% | +925.0% |
| Q4 2018 | $37,000 | – | 234 | – | 0.01% | – |
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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% |