ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 559 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 0.47 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $63 | -3.1% | 600 | 0.0% | 0.06% | +3.4% |
| Q2 2023 | $65 | +16.1% | 600 | 0.0% | 0.06% | +11.3% |
| Q1 2023 | $56 | +24.4% | 600 | 0.0% | 0.05% | +20.5% |
| Q4 2022 | $45 | -99.9% | 600 | 0.0% | 0.04% | -2.2% |
| Q3 2022 | $44,000 | -8.3% | 600 | 0.0% | 0.04% | -4.3% |
| Q2 2022 | $48,000 | -22.6% | 600 | 0.0% | 0.05% | -7.8% |
| Q1 2022 | $62,000 | -10.1% | 600 | 0.0% | 0.05% | -5.6% |
| Q4 2021 | $69,000 | -90.4% | 600 | -92.7% | 0.05% | -92.4% |
| Q1 2021 | $722,000 | -48.5% | 8,236 | -50.0% | 0.71% | -1.2% |
| Q4 2020 | $1,402,000 | +126.1% | 16,472 | +700.0% | 0.72% | -0.8% |
| Q3 2020 | $620,000 | +11.5% | 2,059 | 0.0% | 0.73% | +2.8% |
| Q2 2020 | $556,000 | +32.1% | 2,059 | 0.0% | 0.71% | +12.7% |
| Q1 2020 | $421,000 | -12.1% | 2,059 | 0.0% | 0.63% | +31.4% |
| Q4 2019 | $479,000 | – | 2,059 | – | 0.48% | – |
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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% |