ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 729 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.17 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $512,000 | -90.4% | 4,970 | -89.3% | 0.30% | -84.8% |
| Q4 2021 | $5,348,000 | +49.6% | 46,577 | +32.0% | 2.00% | +44.3% |
| Q3 2021 | $3,574,000 | +1427.4% | 35,293 | +1400.6% | 1.39% | +1493.1% |
| Q2 2021 | $234,000 | -84.9% | 2,352 | -86.7% | 0.09% | -85.8% |
| Q1 2021 | $1,553,000 | -26.7% | 17,708 | -28.9% | 0.61% | -27.3% |
| Q4 2020 | $2,118,000 | -7.3% | 24,894 | +227.9% | 0.84% | -20.3% |
| Q3 2020 | $2,285,000 | +50.1% | 7,591 | +34.6% | 1.06% | +47.2% |
| Q2 2020 | $1,522,000 | -69.5% | 5,640 | -73.7% | 0.72% | -72.4% |
| Q4 2019 | $4,984,000 | +10.1% | 21,427 | -3.3% | 2.61% | +13.7% |
| Q3 2019 | $4,525,000 | -9.0% | 22,159 | -10.9% | 2.29% | -3.2% |
| Q2 2019 | $4,971,000 | -67.7% | 24,878 | -69.2% | 2.37% | -55.1% |
| Q1 2019 | $15,380,000 | – | 80,695 | – | 5.28% | – |
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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% |