ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 573 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.27 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,870,995 | -3.6% | 36,895 | -0.0% | 0.46% | -0.2% |
| Q2 2023 | $4,017,578 | +17.4% | 36,903 | +0.0% | 0.46% | -9.7% |
| Q1 2023 | $3,423,299 | +25.5% | 36,885 | +0.7% | 0.51% | +17.1% |
| Q4 2022 | $2,727,950 | +2.1% | 36,622 | +0.6% | 0.43% | -30.3% |
| Q3 2022 | $2,672,000 | -8.6% | 36,419 | -0.4% | 0.62% | -18.6% |
| Q2 2022 | $2,923,000 | -22.4% | 36,563 | +0.1% | 0.76% | -6.2% |
| Q1 2022 | $3,765,000 | +1.2% | 36,544 | +12.7% | 0.81% | +1.6% |
| Q4 2021 | $3,722,000 | +13.5% | 32,416 | +0.1% | 0.80% | +22.2% |
| Q3 2021 | $3,279,000 | +3.8% | 32,384 | +1.9% | 0.65% | -10.3% |
| Q2 2021 | $3,159,000 | +12.7% | 31,785 | -0.5% | 0.73% | -3.1% |
| Q1 2021 | $2,803,000 | +1.8% | 31,960 | -1.3% | 0.75% | -15.1% |
| Q4 2020 | $2,754,000 | +13.3% | 32,365 | +300.8% | 0.89% | -7.6% |
| Q3 2020 | $2,431,000 | +7.4% | 8,075 | -3.7% | 0.96% | -8.9% |
| Q2 2020 | $2,263,000 | +27.7% | 8,389 | -3.1% | 1.05% | +7.1% |
| Q1 2020 | $1,772,000 | -14.8% | 8,658 | -3.3% | 0.98% | -1.2% |
| Q4 2019 | $2,081,000 | – | 8,949 | – | 1.00% | – |
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% |