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 | $2,921,170 | -14.8% | 27,842 | -11.6% | 0.51% | -13.8% |
| Q2 2023 | $3,430,046 | +36.5% | 31,506 | +16.4% | 0.59% | +24.5% |
| Q1 2023 | $2,512,978 | +22.5% | 27,077 | -1.7% | 0.48% | +5.8% |
| Q4 2022 | $2,051,148 | -13.9% | 27,536 | -15.2% | 0.45% | -14.1% |
| Q3 2022 | $2,381,000 | -26.4% | 32,454 | -19.8% | 0.52% | -22.5% |
| Q2 2022 | $3,235,000 | -21.1% | 40,467 | +1.8% | 0.68% | +5.3% |
| Q1 2022 | $4,098,000 | +15.2% | 39,771 | +28.4% | 0.64% | +20.2% |
| Q4 2021 | $3,557,000 | +23.4% | 30,978 | +8.8% | 0.54% | +15.6% |
| Q3 2021 | $2,882,000 | +32.9% | 28,464 | +30.5% | 0.46% | +37.8% |
| Q2 2021 | $2,168,000 | – | 21,806 | – | 0.34% | – |
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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% |