ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 686 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.35 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $38,401 | -3.6% | 366 | 0.0% | 0.02% | -5.0% |
| Q2 2023 | $39,846 | +17.3% | 366 | 0.0% | 0.02% | +17.6% |
| Q1 2023 | $33,968 | +24.6% | 366 | 0.0% | 0.02% | +6.2% |
| Q4 2022 | $27,263 | +1.0% | 366 | 0.0% | 0.02% | 0.0% |
| Q3 2022 | $27,000 | -6.9% | 366 | 0.0% | 0.02% | -11.1% |
| Q2 2022 | $29,000 | -23.7% | 366 | 0.0% | 0.02% | -21.7% |
| Q1 2022 | $38,000 | -9.5% | 366 | 0.0% | 0.02% | -17.9% |
| Q4 2021 | $42,000 | +13.5% | 366 | 0.0% | 0.03% | 0.0% |
| Q3 2021 | $37,000 | +2.8% | 366 | 0.0% | 0.03% | -6.7% |
| Q2 2021 | $36,000 | +12.5% | 366 | 0.0% | 0.03% | -14.3% |
| Q1 2021 | $32,000 | -41.8% | 366 | -43.2% | 0.04% | -45.3% |
| Q4 2020 | $55,000 | +27.9% | 644 | +347.2% | 0.06% | +28.0% |
| Q3 2020 | $43,000 | +104.8% | 144 | +89.5% | 0.05% | +117.4% |
| Q2 2020 | $21,000 | – | 76 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| PGIM Custom Harvest LLC | 4,311,874 | $452,401,820 | 16.70% |
| Mendel Capital Management LLC | 110,028 | $11,544,182 | 9.48% |
| First Citizens Financial Corp | 103,824 | $10,893,214 | 7.68% |
| Signature Wealth Management Partners, LLC | 64,359 | $6,752,580 | 6.60% |
| Stonebridge Financial Planning Group, LLC | 84,401 | $8,855,318 | 5.68% |
| Buttonwood Financial Group, LLC | 75,107 | $7,761,044 | 5.66% |
| COTTONWOOD CAPITAL ADVISORS, LLC | 43,767 | $4,592,068 | 4.29% |
| Commonwealth Financial Services, LLC | 117,067 | $12,282,668 | 3.65% |
| Pariax, LLC | 10,949 | $1,148,769 | 3.58% |
| Parker Investment Management, LLC | 153,117 | $16,065,036 | 3.47% |