ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 680 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.02 and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $4,290,582 | -53.8% | 40,894 | -52.1% | 0.05% | -47.5% |
Q2 2023 | $9,287,741 | +23.0% | 85,310 | +4.8% | 0.10% | +6.5% |
Q1 2023 | $7,551,473 | +156.7% | 81,365 | +106.0% | 0.09% | -9.7% |
Q4 2022 | $2,941,471 | +719.4% | 39,488 | +1032.8% | 0.10% | +692.3% |
Q1 2022 | $359,000 | -10.2% | 3,486 | 0.0% | 0.01% | 0.0% |
Q4 2021 | $400,000 | +18.3% | 3,486 | +4.5% | 0.01% | +8.3% |
Q3 2021 | $338,000 | -92.3% | 3,336 | -92.4% | 0.01% | -93.0% |
Q2 2021 | $4,373,000 | +1392.5% | 43,989 | +1218.6% | 0.17% | +1223.1% |
Q1 2021 | $293,000 | +3.2% | 3,336 | 0.0% | 0.01% | 0.0% |
Q4 2020 | $284,000 | +13.1% | 3,336 | +300.0% | 0.01% | 0.0% |
Q3 2020 | $251,000 | +11.6% | 834 | 0.0% | 0.01% | +8.3% |
Q2 2020 | $225,000 | +32.4% | 834 | 0.0% | 0.01% | 0.0% |
Q1 2020 | $170,000 | -45.9% | 834 | -38.1% | 0.01% | -52.0% |
Q4 2019 | $314,000 | – | 1,348 | – | 0.02% | – |
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% |