ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 809 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 1.51 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $170,267 | -3.5% | 1,621 | 0.0% | 0.10% | -1.0% |
| Q2 2023 | $176,528 | +17.4% | 1,621 | 0.0% | 0.10% | +22.6% |
| Q1 2023 | $150,427 | +24.7% | 1,621 | +0.1% | 0.08% | +20.0% |
| Q4 2022 | $120,649 | +1.4% | 1,620 | +0.2% | 0.07% | -10.3% |
| Q3 2022 | $119,000 | -7.8% | 1,616 | 0.0% | 0.08% | 0.0% |
| Q2 2022 | $129,000 | -22.3% | 1,616 | +0.1% | 0.08% | -19.6% |
| Q1 2022 | $166,000 | -19.4% | 1,615 | -10.1% | 0.10% | -17.1% |
| Q4 2021 | $206,000 | +13.2% | 1,797 | +0.1% | 0.12% | +4.5% |
| Q3 2021 | $182,000 | +2.2% | 1,795 | 0.0% | 0.11% | +2.8% |
| Q2 2021 | $178,000 | +13.4% | 1,795 | +0.2% | 0.11% | +5.8% |
| Q1 2021 | $157,000 | -25.2% | 1,792 | -27.5% | 0.10% | -35.6% |
| Q4 2020 | $210,000 | +12.9% | 2,471 | +299.8% | 0.16% | 0.0% |
| Q3 2020 | $186,000 | +365.0% | 618 | +320.4% | 0.16% | +310.3% |
| Q2 2020 | $40,000 | +33.3% | 147 | 0.0% | 0.04% | +8.3% |
| Q1 2020 | $30,000 | -11.8% | 147 | 0.0% | 0.04% | +2.9% |
| Q4 2019 | $34,000 | – | 147 | – | 0.04% | – |
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% |