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 | $610,652 | -3.6% | 5,820 | 0.0% | 0.20% | -1.5% |
Q2 2023 | $633,647 | +13.1% | 5,820 | -3.6% | 0.20% | +11.5% |
Q1 2023 | $560,231 | +23.3% | 6,036 | -1.1% | 0.18% | +15.8% |
Q4 2022 | $454,535 | +2.8% | 6,102 | +1.2% | 0.16% | -8.7% |
Q3 2022 | $442,000 | +3.0% | 6,030 | +12.3% | 0.17% | +4.8% |
Q2 2022 | $429,000 | -22.3% | 5,370 | +0.2% | 0.16% | -11.8% |
Q1 2022 | $552,000 | -7.1% | 5,358 | +3.6% | 0.19% | -5.6% |
Q4 2021 | $594,000 | +12.9% | 5,170 | -0.4% | 0.20% | -1.0% |
Q3 2021 | $526,000 | -44.2% | 5,190 | -51.7% | 0.20% | -16.3% |
Q1 2021 | $942,000 | -0.2% | 10,736 | -3.2% | 0.24% | +4.8% |
Q4 2020 | $944,000 | +125.3% | 11,092 | +698.0% | 0.23% | -7.7% |
Q3 2020 | $419,000 | +21.1% | 1,390 | +8.4% | 0.25% | +9.3% |
Q2 2020 | $346,000 | – | 1,282 | – | 0.23% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Mendel Capital Management LLC | 132,889 | $10,624,000 | 11.89% |
Pariax, LLC | 83,514 | $6,677,000 | 7.38% |
Signature Wealth Management Partners, LLC | 82,125 | $6,566,000 | 6.72% |
First Citizens Financial Corp | 86,847 | $6,943,000 | 6.12% |
Stonebridge Financial Planning Group, LLC | 98,231 | $7,854,000 | 5.33% |
Quantitative Advantage, LLC | 367,374 | $29,372,000 | 5.10% |
Danda Trouve Investment Management, Inc. | 30,886 | $2,469,000 | 3.80% |
Portfolio Strategies, Inc. | 195,178 | $15,651,000 | 3.65% |
COTTONWOOD CAPITAL ADVISORS, LLC | 48,315 | $3,863,000 | 3.49% |
HC Advisors, LLC | 55,204 | $4,414,000 | 3.14% |