ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 550 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 0.12 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $17 | 0.0% | 160 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $17 | +13.3% | 160 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $15 | +25.0% | 160 | 0.0% | 0.01% | +20.0% |
| Q4 2022 | $12 | -99.9% | 160 | 0.0% | 0.01% | -16.7% |
| Q3 2022 | $12,000 | -7.7% | 160 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $13,000 | -18.8% | 160 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $16,000 | -11.1% | 160 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $18,000 | +12.5% | 160 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $16,000 | 0.0% | 160 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $16,000 | +14.3% | 160 | 0.0% | 0.01% | -14.3% |
| Q1 2021 | $14,000 | 0.0% | 160 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $14,000 | +16.7% | 160 | +300.0% | 0.01% | 0.0% |
| Q3 2020 | $12,000 | +9.1% | 40 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $11,000 | +37.5% | 40 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $8,000 | -11.1% | 40 | 0.0% | 0.01% | 0.0% |
| Q4 2019 | $9,000 | +12.5% | 40 | 0.0% | 0.01% | +16.7% |
| Q3 2019 | $8,000 | 0.0% | 40 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $8,000 | 0.0% | 40 | 0.0% | 0.01% | -14.3% |
| Q1 2019 | $8,000 | – | 40 | – | 0.01% | – |
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% |