ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 468 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is 0.42 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $376,520 | -4.4% | 3,589 | -0.8% | 0.18% | -1.1% |
| Q2 2023 | $393,779 | +7.0% | 3,617 | -8.8% | 0.18% | +0.6% |
| Q1 2023 | $367,913 | +20.4% | 3,964 | -3.4% | 0.18% | +13.4% |
| Q4 2022 | $305,614 | +1.5% | 4,103 | +0.1% | 0.16% | -6.5% |
| Q3 2022 | $301,000 | -10.1% | 4,097 | -2.4% | 0.17% | -5.6% |
| Q2 2022 | $335,000 | -25.2% | 4,196 | -3.5% | 0.18% | -13.2% |
| Q1 2022 | $448,000 | -11.3% | 4,350 | -1.2% | 0.20% | -6.8% |
| Q4 2021 | $505,000 | +12.7% | 4,401 | -0.6% | 0.22% | +1.4% |
| Q3 2021 | $448,000 | +2.8% | 4,429 | +1.0% | 0.22% | +2.8% |
| Q2 2021 | $436,000 | +14.1% | 4,387 | +0.6% | 0.21% | +7.1% |
| Q1 2021 | $382,000 | +4.1% | 4,359 | +1.0% | 0.20% | +2.6% |
| Q4 2020 | $367,000 | +16.5% | 4,316 | +311.4% | 0.19% | +5.5% |
| Q3 2020 | $315,000 | +18.4% | 1,049 | +6.4% | 0.18% | +5.2% |
| Q2 2020 | $266,000 | +15.7% | 986 | -0.5% | 0.17% | +34.1% |
| Q4 2019 | $230,000 | +11.7% | 991 | -2.0% | 0.13% | -5.1% |
| Q3 2019 | $206,000 | +1.0% | 1,011 | -2.3% | 0.14% | -2.2% |
| Q2 2019 | $204,000 | – | 1,035 | – | 0.14% | – |
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% |