ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 618 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.00 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $454,902 | -3.6% | 4,336 | 0.0% | 0.06% | 0.0% |
| Q2 2023 | $472,028 | +17.3% | 4,336 | +0.0% | 0.06% | +12.2% |
| Q1 2023 | $402,340 | +24.6% | 4,335 | +0.0% | 0.05% | +19.5% |
| Q4 2022 | $322,842 | -0.0% | 4,334 | -1.5% | 0.04% | -8.9% |
| Q3 2022 | $323,000 | -8.2% | 4,398 | +0.0% | 0.04% | -43.8% |
| Q2 2022 | $352,000 | -25.9% | 4,397 | -4.6% | 0.08% | +40.4% |
| Q1 2022 | $475,000 | -10.2% | 4,608 | 0.0% | 0.06% | -10.9% |
| Q4 2021 | $529,000 | +10.4% | 4,608 | -2.5% | 0.06% | 0.0% |
| Q3 2021 | $479,000 | +1.9% | 4,727 | +0.0% | 0.06% | -37.9% |
| Q2 2021 | $470,000 | +46.0% | 4,726 | +28.7% | 0.10% | +32.1% |
| Q1 2021 | $322,000 | -20.1% | 3,672 | -22.5% | 0.08% | -25.0% |
| Q4 2020 | $403,000 | +45.0% | 4,736 | +412.6% | 0.10% | +19.5% |
| Q3 2020 | $278,000 | -13.4% | 924 | -22.3% | 0.09% | -21.6% |
| Q2 2020 | $321,000 | – | 1,189 | – | 0.11% | – |
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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% |