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 | $339,941 | -2.4% | 3,240 | +1.2% | 0.20% | +0.5% |
Q2 2023 | $348,384 | +17.3% | 3,200 | 0.0% | 0.20% | +14.6% |
Q1 2023 | $296,992 | +24.6% | 3,200 | 0.0% | 0.17% | +28.6% |
Q4 2022 | $238,368 | +1.4% | 3,200 | 0.0% | 0.13% | 0.0% |
Q3 2022 | $235,000 | -8.2% | 3,200 | 0.0% | 0.13% | -3.6% |
Q2 2022 | $256,000 | -15.2% | 3,200 | 0.0% | 0.14% | -2.1% |
Q1 2022 | $302,000 | -6.8% | 3,200 | 0.0% | 0.14% | -17.5% |
Q4 2021 | $324,000 | 0.0% | 3,200 | 0.0% | 0.17% | 0.0% |
Q3 2021 | $324,000 | +1.9% | 3,200 | 0.0% | 0.17% | -5.5% |
Q2 2021 | $318,000 | +13.6% | 3,200 | 0.0% | 0.18% | +4.0% |
Q1 2021 | $280,000 | +2.9% | 3,200 | 0.0% | 0.17% | -7.9% |
Q4 2020 | $272,000 | +26.5% | 3,200 | +300.0% | 0.19% | -1.0% |
Q2 2020 | $215,000 | – | 800 | – | 0.19% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Mendel Capital Management LLC | 132,889 | $10,624,000 | 11.89% |
Pariax, LLC | 83,514 | $6,677,000 | 7.38% |
Signature Wealth Management Partners, LLC | 82,125 | $6,566,000 | 6.72% |
First Citizens Financial Corp | 86,847 | $6,943,000 | 6.12% |
Stonebridge Financial Planning Group, LLC | 98,231 | $7,854,000 | 5.33% |
Quantitative Advantage, LLC | 367,374 | $29,372,000 | 5.10% |
Danda Trouve Investment Management, Inc. | 30,886 | $2,469,000 | 3.80% |
Portfolio Strategies, Inc. | 195,178 | $15,651,000 | 3.65% |
COTTONWOOD CAPITAL ADVISORS, LLC | 48,315 | $3,863,000 | 3.49% |
HC Advisors, LLC | 55,204 | $4,414,000 | 3.14% |