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 | $325,252 | -3.6% | 3,100 | 0.0% | 0.03% | -5.6% |
| Q2 2023 | $337,497 | +17.3% | 3,100 | 0.0% | 0.04% | +5.9% |
| Q1 2023 | $287,711 | +24.6% | 3,100 | 0.0% | 0.03% | +17.2% |
| Q4 2022 | $230,919 | +1.7% | 3,100 | 0.0% | 0.03% | -14.7% |
| Q3 2022 | $227,000 | +808.0% | 3,100 | +2770.4% | 0.03% | +580.0% |
| Q4 2019 | $25,000 | +13.6% | 108 | 0.0% | 0.01% | +25.0% |
| Q3 2019 | $22,000 | +4.8% | 108 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $21,000 | – | 108 | – | 0.00% | – |
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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% |