ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 563 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 0.43 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $32,710 | +10.5% | 280 | 0.0% | 0.02% | 0.0% |
| Q3 2023 | $29,607 | -2.4% | 280 | 0.0% | 0.02% | -5.9% |
| Q2 2023 | $30,346 | +18.3% | 280 | 0.0% | 0.02% | +13.3% |
| Q1 2023 | $25,656 | +24.4% | 280 | 0.0% | 0.02% | +7.1% |
| Q4 2022 | $20,628 | -6.2% | 280 | 0.0% | 0.01% | -12.5% |
| Q3 2022 | $22,000 | -4.3% | 280 | 0.0% | 0.02% | 0.0% |
| Q2 2022 | $23,000 | -17.9% | 280 | 0.0% | 0.02% | -11.1% |
| Q1 2022 | $28,000 | -6.7% | 280 | 0.0% | 0.02% | -10.0% |
| Q4 2021 | $30,000 | 0.0% | 280 | 0.0% | 0.02% | -9.1% |
| Q3 2021 | $30,000 | +7.1% | 280 | 0.0% | 0.02% | +4.8% |
| Q2 2021 | $28,000 | +12.0% | 280 | 0.0% | 0.02% | 0.0% |
| Q1 2021 | $25,000 | -16.7% | 280 | -21.3% | 0.02% | -27.6% |
| Q4 2020 | $30,000 | +11.1% | 356 | +300.0% | 0.03% | 0.0% |
| Q3 2020 | $27,000 | +12.5% | 89 | 0.0% | 0.03% | +7.4% |
| Q2 2020 | $24,000 | +26.3% | 89 | 0.0% | 0.03% | +12.5% |
| Q1 2020 | $19,000 | -56.8% | 89 | -52.9% | 0.02% | -44.2% |
| Q4 2019 | $44,000 | – | 189 | – | 0.04% | – |
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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% |