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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $12,143,000 | +1880.9% | 105,761 | +1644.7% | 1.74% | +1855.1% |
| Q3 2021 | $613,000 | +133.1% | 6,062 | +102.1% | 0.09% | +85.4% |
| Q1 2021 | $263,000 | +2.3% | 3,000 | -0.9% | 0.05% | -11.1% |
| Q4 2020 | $257,000 | -5.2% | 3,028 | +235.3% | 0.05% | -21.7% |
| Q3 2020 | $271,000 | +14.3% | 903 | -22.3% | 0.07% | -28.9% |
| Q1 2020 | $237,000 | +1723.1% | 1,162 | +1449.3% | 0.10% | +2325.0% |
| Q2 2018 | $13,000 | +8.3% | 75 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $12,000 | -76.9% | 75 | -78.5% | 0.00% | -81.0% |
| Q3 2017 | $52,000 | – | 349 | – | 0.02% | – |
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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% |