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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,962,126 | -14.1% | 18,702 | -10.9% | 0.42% | -9.2% |
| Q2 2023 | $2,284,219 | +15.9% | 20,982 | -1.2% | 0.46% | +9.6% |
| Q1 2023 | $1,970,462 | +43.7% | 21,232 | +15.3% | 0.42% | +34.5% |
| Q4 2022 | $1,371,443 | +16.8% | 18,412 | +15.1% | 0.31% | +6.2% |
| Q3 2022 | $1,174,000 | +11.7% | 16,001 | +21.7% | 0.29% | +15.0% |
| Q2 2022 | $1,051,000 | -15.7% | 13,146 | +8.7% | 0.25% | -3.1% |
| Q1 2022 | $1,246,000 | -27.8% | 12,096 | -19.5% | 0.26% | -25.8% |
| Q4 2021 | $1,725,000 | +17.7% | 15,026 | +3.8% | 0.35% | +9.0% |
| Q3 2021 | $1,466,000 | +0.9% | 14,476 | -1.0% | 0.32% | +3.2% |
| Q2 2021 | $1,453,000 | +12.0% | 14,616 | -1.1% | 0.31% | 0.0% |
| Q1 2021 | $1,297,000 | -14.3% | 14,786 | -16.9% | 0.31% | -20.1% |
| Q4 2020 | $1,514,000 | -4.8% | 17,795 | +236.7% | 0.39% | -17.3% |
| Q3 2020 | $1,591,000 | +29.5% | 5,285 | +16.0% | 0.48% | +17.6% |
| Q2 2020 | $1,229,000 | +36.9% | 4,555 | +3.7% | 0.40% | +19.9% |
| Q1 2020 | $898,000 | -5.2% | 4,393 | +7.9% | 0.34% | +13.1% |
| Q4 2019 | $947,000 | +14.4% | 4,073 | +0.5% | 0.30% | +5.3% |
| Q3 2019 | $828,000 | +4.8% | 4,053 | +1.5% | 0.28% | +1.8% |
| Q2 2019 | $790,000 | 0.0% | 3,993 | -3.6% | 0.28% | -4.1% |
| Q1 2019 | $790,000 | +19.7% | 4,143 | +0.4% | 0.29% | +9.4% |
| Q4 2018 | $660,000 | – | 4,128 | – | 0.26% | – |
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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% |