ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 680 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.02 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,074 | -99.9% | 38,841 | -45.6% | 1.01% | -47.2% |
| Q2 2023 | $7,767,361 | +19.4% | 71,345 | +1.8% | 1.92% | +43.0% |
| Q1 2023 | $6,504,697 | +2644.6% | 70,086 | +3290.7% | 1.34% | +13320.0% |
| Q4 2021 | $237,000 | +111.6% | 2,067 | +87.1% | 0.01% | -75.0% |
| Q3 2021 | $112,000 | – | 1,105 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Giralda Advisors, LLC | 421,750 | $44,031,000 | 16.29% |
| CINQUE PARTNERS LLC | 208,108 | $21,726,000 | 12.83% |
| Pinnacle Advisory Group, Inc. | 856,149 | $89,382,000 | 8.10% |
| Transamerica Financial Advisors, Inc. | 844,901 | $88,208,000 | 6.93% |
| PACIFIC FINANCIAL GROUP INC | 189,007 | $19,732,000 | 5.84% |
| US FINANCIAL ADVISORS, LLC | 60,751 | $6,342,000 | 5.66% |
| Prospera Financial Services Inc | 202,633 | $21,155,000 | 5.27% |
| Manifold Partners, LLC | 42,615 | $4,449,000 | 4.51% |
| HT Partners LLC | 65,382 | $6,826,000 | 4.30% |
| Advisors Preferred, LLC | 79,662 | $8,316,712,000 | 3.91% |