ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 631 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.14 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 | 4,311,874 | $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% |