ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 680 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.02 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $235,126 | -18.3% | 2,241 | -15.2% | 0.05% | -14.8% |
| Q2 2023 | $287,635 | +72.6% | 2,642 | +47.1% | 0.05% | +58.8% |
| Q1 2023 | $166,687 | +60.4% | 1,796 | +28.7% | 0.03% | +41.7% |
| Q4 2022 | $103,914 | -3.8% | 1,395 | -5.6% | 0.02% | -14.3% |
| Q3 2022 | $108,000 | -8.5% | 1,477 | 0.0% | 0.03% | -6.7% |
| Q2 2022 | $118,000 | -22.4% | 1,477 | 0.0% | 0.03% | -16.7% |
| Q1 2022 | $152,000 | -10.6% | 1,477 | 0.0% | 0.04% | -12.2% |
| Q4 2021 | $170,000 | +13.3% | 1,477 | 0.0% | 0.04% | 0.0% |
| Q3 2021 | $150,000 | -19.4% | 1,477 | -21.1% | 0.04% | -19.6% |
| Q2 2021 | $186,000 | +15.5% | 1,871 | +1.9% | 0.05% | +2.0% |
| Q1 2021 | $161,000 | +26.8% | 1,836 | +23.1% | 0.05% | +13.6% |
| Q4 2020 | $127,000 | +13.4% | 1,492 | +300.0% | 0.04% | -2.2% |
| Q3 2020 | $112,000 | +10.9% | 373 | 0.0% | 0.04% | +7.1% |
| Q2 2020 | $101,000 | +62.9% | 373 | +22.3% | 0.04% | +40.0% |
| Q1 2020 | $62,000 | – | 305 | – | 0.03% | – |
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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% |