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 | $3,106,997 | -53.3% | 28,617 | -53.2% | 0.80% | -51.6% |
| Q2 2023 | $6,648,063 | +19.3% | 61,148 | +0.9% | 1.65% | +12.8% |
| Q1 2023 | $5,573,810 | +45.3% | 60,618 | +28.8% | 1.46% | +41.4% |
| Q4 2022 | $3,835,202 | +70.9% | 47,075 | +99.2% | 1.04% | +73.7% |
| Q1 2022 | $2,244,000 | -32.2% | 23,633 | -22.6% | 0.60% | -31.3% |
| Q4 2021 | $3,310,000 | -26.3% | 30,528 | -28.0% | 0.87% | -29.8% |
| Q3 2021 | $4,494,000 | – | 42,429 | – | 1.24% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| PGIM Custom Harvest LLC | 4,262,531 | $395,605,502 | 16.42% |
| Mendel Capital Management LLC | 118,534 | $11,001,111 | 9.94% |
| Buttonwood Financial Group, LLC | 94,654 | $8,784,756 | 8.76% |
| Pariax, LLC | 29,138 | $2,704,298 | 8.23% |
| Signature Wealth Management Partners, LLC | 73,245 | $6,797,934 | 6.31% |
| Stonebridge Financial Planning Group, LLC | 88,217 | $8,187,453 | 5.28% |
| EWG Elevate Inc. | 126,857 | $11,773,623 | 5.02% |
| Quantitative Advantage, LLC | 356,495 | $33,086,311 | 4.80% |
| West Wealth Group, LLC | 96,739 | $8,978,305 | 4.16% |
| COTTONWOOD CAPITAL ADVISORS, LLC | 46,688 | $4,333,103 | 3.99% |