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 | ||||
---|---|---|---|---|---|---|
Q3 2023 | $7,349,113 | -49.1% | 70,045 | -47.2% | 1.81% | -47.5% |
Q2 2023 | $14,451,000 | +24.2% | 132,733 | +5.9% | 3.45% | +19.4% |
Q1 2023 | $11,638,000 | +140.7% | 125,394 | +93.1% | 2.89% | +128.2% |
Q4 2022 | $4,836,000 | +33.1% | 64,927 | +84.1% | 1.26% | +42.5% |
Q1 2022 | $3,634,000 | -25.2% | 35,268 | -16.6% | 0.89% | -26.9% |
Q4 2021 | $4,856,000 | -4.4% | 42,290 | -15.7% | 1.21% | -13.2% |
Q3 2021 | $5,079,000 | – | 50,161 | – | 1.40% | – |
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% |