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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $280,516 | +34.8% | 2,674 | +39.9% | 0.00% | 0.0% |
| Q2 2023 | $208,118 | -90.0% | 1,912 | -91.4% | 0.00% | -91.4% |
| Q1 2023 | $2,073,252 | +813.3% | 22,339 | +683.3% | 0.04% | +600.0% |
| Q2 2022 | $227,000 | -27.7% | 2,852 | -6.5% | 0.01% | +25.0% |
| Q1 2022 | $314,000 | -7.4% | 3,051 | +3.3% | 0.00% | -55.6% |
| Q4 2021 | $339,000 | +13.4% | 2,953 | +0.0% | 0.01% | +28.6% |
| Q3 2021 | $299,000 | – | 2,952 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| PGIM Custom Harvest LLC | 4,262,531 | $395,605,502 | 16.42% |
| Mendel Capital Management LLC | 118,534 | $11,001,111 | 9.94% |
| Buttonwood Financial Group, LLC | 94,654 | $8,784,756 | 8.76% |
| Pariax, LLC | 29,138 | $2,704,298 | 8.23% |
| Signature Wealth Management Partners, LLC | 73,245 | $6,797,934 | 6.31% |
| Stonebridge Financial Planning Group, LLC | 88,217 | $8,187,453 | 5.28% |
| EWG Elevate Inc. | 126,857 | $11,773,623 | 5.02% |
| Quantitative Advantage, LLC | 356,495 | $33,086,311 | 4.80% |
| West Wealth Group, LLC | 96,739 | $8,978,305 | 4.16% |
| COTTONWOOD CAPITAL ADVISORS, LLC | 46,688 | $4,333,103 | 3.99% |