ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 809 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 1.51 and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2023 | $208,107 | +36.9% | 1,912 | +10.4% | 0.05% | +20.5% |
Q1 2021 | $152,000 | +3.4% | 1,732 | 0.0% | 0.04% | -7.1% |
Q4 2020 | $147,000 | +13.1% | 1,732 | +300.0% | 0.04% | -2.3% |
Q3 2020 | $130,000 | +11.1% | 433 | 0.0% | 0.04% | +4.9% |
Q2 2020 | $117,000 | +31.5% | 433 | 0.0% | 0.04% | +5.1% |
Q1 2020 | $89,000 | -11.9% | 433 | 0.0% | 0.04% | +18.2% |
Q4 2019 | $101,000 | +14.8% | 433 | 0.0% | 0.03% | +6.5% |
Q3 2019 | $88,000 | +2.3% | 433 | 0.0% | 0.03% | 0.0% |
Q2 2019 | $86,000 | +3.6% | 433 | 0.0% | 0.03% | 0.0% |
Q1 2019 | $83,000 | +20.3% | 433 | 0.0% | 0.03% | +6.9% |
Q4 2018 | $69,000 | – | 433 | – | 0.03% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Mendel Capital Management LLC | 132,889 | $10,624,000 | 11.89% |
Pariax, LLC | 83,514 | $6,677,000 | 7.38% |
Signature Wealth Management Partners, LLC | 82,125 | $6,566,000 | 6.72% |
First Citizens Financial Corp | 86,847 | $6,943,000 | 6.12% |
Stonebridge Financial Planning Group, LLC | 98,231 | $7,854,000 | 5.33% |
Quantitative Advantage, LLC | 367,374 | $29,372,000 | 5.10% |
Danda Trouve Investment Management, Inc. | 30,886 | $2,469,000 | 3.80% |
Portfolio Strategies, Inc. | 195,178 | $15,651,000 | 3.65% |
COTTONWOOD CAPITAL ADVISORS, LLC | 48,315 | $3,863,000 | 3.49% |
HC Advisors, LLC | 55,204 | $4,414,000 | 3.14% |