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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $171,584 | +17.4% | 1,576 | +0.1% | 0.03% | +9.7% |
| Q1 2023 | $146,178 | +17.3% | 1,575 | -5.9% | 0.03% | +10.7% |
| Q4 2022 | $124,641 | -4.9% | 1,673 | -6.6% | 0.03% | -15.2% |
| Q3 2022 | $131,000 | -8.4% | 1,792 | +0.2% | 0.03% | -8.3% |
| Q2 2022 | $143,000 | -44.8% | 1,789 | -28.8% | 0.04% | -36.8% |
| Q1 2022 | $259,000 | -8.5% | 2,511 | +2.1% | 0.06% | -8.1% |
| Q4 2021 | $283,000 | +13.7% | 2,460 | +0.1% | 0.06% | +6.9% |
| Q3 2021 | $249,000 | -3.5% | 2,458 | -5.4% | 0.06% | +1.8% |
| Q2 2021 | $258,000 | +5.3% | 2,597 | -6.9% | 0.06% | -5.0% |
| Q1 2021 | $245,000 | -7.5% | 2,788 | -10.4% | 0.06% | -15.5% |
| Q4 2020 | $265,000 | +6.4% | 3,112 | +275.8% | 0.07% | -15.5% |
| Q3 2020 | $249,000 | +5.1% | 828 | -5.6% | 0.08% | -9.7% |
| Q2 2020 | $237,000 | +42.8% | 877 | +7.5% | 0.09% | +3.3% |
| Q1 2020 | $166,000 | +253.2% | 816 | +296.1% | 0.09% | +83.7% |
| Q4 2019 | $47,000 | – | 206 | – | 0.05% | – |
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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% |