ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 729 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.17 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,733,992 | -44.2% | 26,058 | -42.1% | 0.93% | -44.4% |
| Q2 2023 | $4,899,359 | +17.1% | 45,002 | -0.2% | 1.68% | +16.5% |
| Q1 2023 | $4,184,197 | +143.0% | 45,083 | +95.0% | 1.44% | +118.4% |
| Q4 2022 | $1,722,157 | +237.0% | 23,119 | +226.0% | 0.66% | +180.4% |
| Q3 2022 | $511,000 | -45.4% | 7,091 | -24.3% | 0.24% | -47.3% |
| Q1 2022 | $936,000 | -23.3% | 9,362 | -11.9% | 0.45% | -11.0% |
| Q4 2021 | $1,221,000 | – | 10,631 | – | 0.50% | – |
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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% |