ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 419 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is 0.92 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $219,000 | -99.9% | 1,915 | -24.5% | 0.11% | +5.0% |
| Q1 2021 | $222,279,000 | +87757.3% | 2,535 | -15.0% | 0.10% | -26.8% |
| Q4 2020 | $253,000 | +12.9% | 2,983 | +300.4% | 0.14% | +2.2% |
| Q3 2020 | $224,000 | +12.0% | 745 | +0.1% | 0.14% | +6.3% |
| Q2 2020 | $200,000 | -99.9% | 744 | +5.5% | 0.13% | +41.1% |
| Q4 2019 | $163,873,000 | – | 705 | – | 0.09% | – |
Download | ||||||
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% |