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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $13,064 | +17.3% | 120 | 0.0% | 0.01% | +16.7% |
| Q1 2023 | $11,137 | -85.7% | 120 | -82.4% | 0.01% | -84.6% |
| Q4 2021 | $78,000 | +13.0% | 680 | 0.0% | 0.04% | +2.6% |
| Q3 2021 | $69,000 | +1.5% | 680 | 0.0% | 0.04% | +2.7% |
| Q2 2021 | $68,000 | +13.3% | 680 | 0.0% | 0.04% | +8.8% |
| Q1 2021 | $60,000 | +5.3% | 680 | 0.0% | 0.03% | -15.0% |
| Q4 2020 | $57,000 | +26.7% | 680 | +300.0% | 0.04% | -13.0% |
| Q2 2020 | $45,000 | -34.8% | 170 | -50.0% | 0.05% | -47.7% |
| Q1 2020 | $69,000 | – | 340 | – | 0.09% | – |
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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% |