ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 742 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.46 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,926,513 | +61786.1% | 310,777 | +987.0% | 0.02% | +162.5% |
| Q2 2023 | $3,113 | +26.3% | 28,591 | +7.2% | 0.01% | -89.5% |
| Q1 2023 | $2,464 | -98.9% | 26,669 | +14161.5% | 0.08% | -52.8% |
| Q4 2019 | $233,000 | +247.8% | 187 | -42.8% | 0.16% | +177.6% |
| Q3 2019 | $67,000 | -70.0% | 327 | -71.0% | 0.06% | -68.3% |
| Q2 2019 | $223,000 | -47.4% | 1,129 | -48.5% | 0.18% | -46.6% |
| Q1 2019 | $424,000 | – | 2,193 | – | 0.34% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Mendel Capital Management LLC | 132,889 | $10,624,000 | 11.89% |
| Pariax, LLC | 83,514 | $6,677,000 | 7.38% |
| Signature Wealth Management Partners, LLC | 82,125 | $6,566,000 | 6.72% |
| First Citizens Financial Corp | 86,847 | $6,943,000 | 6.12% |
| Stonebridge Financial Planning Group, LLC | 98,231 | $7,854,000 | 5.33% |
| Quantitative Advantage, LLC | 367,374 | $29,372,000 | 5.10% |
| Danda Trouve Investment Management, Inc. | 30,886 | $2,469,000 | 3.80% |
| Portfolio Strategies, Inc. | 195,178 | $15,651,000 | 3.65% |
| COTTONWOOD CAPITAL ADVISORS, LLC | 48,315 | $3,863,000 | 3.49% |
| HC Advisors, LLC | 55,204 | $4,414,000 | 3.14% |