ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 686 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.35 and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,086,237 | -0.7% | 10,353 | +3.1% | 0.06% | -1.8% |
Q2 2023 | $1,093,490 | +22.6% | 10,044 | +4.5% | 0.06% | +5.6% |
Q1 2023 | $892,183 | +11.3% | 9,613 | -10.7% | 0.05% | +10.2% |
Q4 2022 | $801,661 | +1.6% | 10,762 | 0.0% | 0.05% | -9.3% |
Q3 2022 | $789,000 | -28.8% | 10,762 | -22.4% | 0.05% | -1.8% |
Q2 2022 | $1,108,000 | -25.1% | 13,869 | -3.5% | 0.06% | -14.1% |
Q1 2022 | $1,480,000 | -35.6% | 14,367 | -28.2% | 0.06% | -26.4% |
Q4 2021 | $2,298,000 | +11.3% | 20,015 | -0.6% | 0.09% | +10.1% |
Q3 2021 | $2,064,000 | -1.4% | 20,129 | -3.1% | 0.08% | -3.7% |
Q2 2021 | $2,093,000 | +5.2% | 20,772 | -2.9% | 0.08% | +46.4% |
Q1 2021 | $1,990,000 | +4.6% | 21,391 | -2.6% | 0.06% | -26.3% |
Q4 2020 | $1,903,000 | +5.1% | 21,953 | +257.0% | 0.08% | -19.1% |
Q3 2020 | $1,810,000 | +16.8% | 6,150 | +4.4% | 0.09% | +9.3% |
Q2 2020 | $1,549,000 | +50.0% | 5,888 | +13.4% | 0.09% | +24.6% |
Q1 2020 | $1,033,000 | -8.8% | 5,191 | +7.0% | 0.07% | +15.0% |
Q4 2019 | $1,133,000 | +17.0% | 4,850 | +1.4% | 0.06% | +3.4% |
Q3 2019 | $968,000 | -0.9% | 4,785 | -3.1% | 0.06% | -4.9% |
Q2 2019 | $977,000 | +2.3% | 4,938 | -1.5% | 0.06% | -3.2% |
Q1 2019 | $955,000 | +12.5% | 5,011 | -6.3% | 0.06% | 0.0% |
Q4 2018 | $849,000 | -19.9% | 5,349 | -2.2% | 0.06% | -11.3% |
Q3 2018 | $1,060,000 | +12.6% | 5,468 | +3.5% | 0.07% | -2.7% |
Q2 2018 | $941,000 | +3.6% | 5,282 | -2.2% | 0.07% | -7.6% |
Q1 2018 | $908,000 | -47.6% | 5,399 | -49.3% | 0.08% | -49.0% |
Q4 2017 | $1,733,000 | +140.4% | 10,650 | +121.3% | 0.16% | +115.3% |
Q3 2017 | $721,000 | +11.3% | 4,813 | +3.7% | 0.07% | +9.1% |
Q2 2017 | $648,000 | +6.8% | 4,643 | +2.6% | 0.07% | +4.8% |
Q1 2017 | $607,000 | -52.8% | 4,526 | -57.7% | 0.06% | -62.9% |
Q4 2016 | $1,285,000 | +11.7% | 10,693 | +10.6% | 0.17% | +9.7% |
Q3 2016 | $1,150,000 | +131.4% | 9,668 | +104.7% | 0.16% | +115.3% |
Q2 2016 | $497,000 | -3.7% | 4,722 | 0.0% | 0.07% | -8.9% |
Q1 2016 | $516,000 | – | 4,722 | – | 0.08% | – |
Download |
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% |