ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 729 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.17 and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $580,341 | -11.0% | 5,531 | -7.6% | 0.13% | -9.5% |
Q2 2023 | $651,773 | -1.1% | 5,987 | -15.7% | 0.15% | -9.8% |
Q1 2023 | $658,766 | +22.3% | 7,098 | -1.8% | 0.16% | +11.6% |
Q4 2022 | $538,621 | -77.7% | 7,231 | -78.1% | 0.15% | -79.7% |
Q3 2022 | $2,419,000 | +26.3% | 32,967 | +37.5% | 0.72% | +27.6% |
Q2 2022 | $1,916,000 | +39.1% | 23,968 | +79.4% | 0.57% | +61.4% |
Q1 2022 | $1,377,000 | -17.9% | 13,359 | -8.6% | 0.35% | -11.6% |
Q4 2021 | $1,677,000 | +10.1% | 14,609 | -2.9% | 0.40% | +0.8% |
Q3 2021 | $1,523,000 | -9.2% | 15,040 | -10.9% | 0.40% | -11.4% |
Q2 2021 | $1,678,000 | +28.1% | 16,880 | +13.0% | 0.45% | +14.7% |
Q1 2021 | $1,310,000 | +2.7% | 14,941 | -0.3% | 0.39% | -8.0% |
Q4 2020 | $1,275,000 | – | 14,983 | – | 0.42% | – |
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% |