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 | $425,343 | -22.2% | 4,054 | -19.2% | 0.24% | -25.2% |
| Q2 2023 | $546,525 | +29.8% | 5,020 | +10.6% | 0.31% | +17.2% |
| Q1 2023 | $421,187 | +49.6% | 4,538 | +20.0% | 0.27% | +32.7% |
| Q4 2022 | $281,625 | -2.6% | 3,781 | +34.7% | 0.20% | +46.4% |
| Q1 2022 | $289,000 | -25.1% | 2,807 | -16.5% | 0.14% | -22.5% |
| Q4 2021 | $386,000 | -4.7% | 3,363 | -16.0% | 0.18% | -15.6% |
| Q3 2021 | $405,000 | – | 4,003 | – | 0.21% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Mendel Capital Management LLC | 132,889 | $10,624,000 | 11.89% |
| Pariax, LLC | 83,514 | $6,677,000 | 7.38% |
| Signature Wealth Management Partners, LLC | 82,125 | $6,566,000 | 6.72% |
| First Citizens Financial Corp | 86,847 | $6,943,000 | 6.12% |
| Stonebridge Financial Planning Group, LLC | 98,231 | $7,854,000 | 5.33% |
| Quantitative Advantage, LLC | 367,374 | $29,372,000 | 5.10% |
| Danda Trouve Investment Management, Inc. | 30,886 | $2,469,000 | 3.80% |
| Portfolio Strategies, Inc. | 195,178 | $15,651,000 | 3.65% |
| COTTONWOOD CAPITAL ADVISORS, LLC | 48,315 | $3,863,000 | 3.49% |
| HC Advisors, LLC | 55,204 | $4,414,000 | 3.14% |