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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $1,282,000 | 0.0% | 12,445 | +11.5% | 0.16% | +3.2% |
| Q4 2021 | $1,282,000 | -50.5% | 11,163 | -56.4% | 0.16% | -42.9% |
| Q3 2021 | $2,592,000 | +10.1% | 25,594 | +8.1% | 0.27% | +3.4% |
| Q2 2021 | $2,354,000 | +80.9% | 23,681 | +59.6% | 0.26% | +50.0% |
| Q1 2021 | $1,301,000 | +1611.8% | 14,838 | +5161.7% | 0.18% | +1000.0% |
| Q2 2020 | $76,000 | +31.0% | 282 | 0.0% | 0.02% | +14.3% |
| Q1 2020 | $58,000 | -77.6% | 282 | -74.7% | 0.01% | -71.4% |
| Q4 2019 | $259,000 | +15.1% | 1,115 | 0.0% | 0.05% | -3.9% |
| Q3 2019 | $225,000 | +1.8% | 1,115 | 0.0% | 0.05% | +2.0% |
| Q2 2019 | $221,000 | +41.7% | 1,115 | +14.1% | 0.05% | +16.3% |
| Q4 2018 | $156,000 | – | 977 | – | 0.04% | – |
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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% |