ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 550 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 0.12 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $63,686 | -3.6% | 607 | 0.0% | 0.03% | 0.0% |
| Q2 2023 | $66,084 | +17.3% | 607 | 0.0% | 0.03% | +10.3% |
| Q1 2023 | $56,336 | -23.4% | 607 | -38.5% | 0.03% | -23.7% |
| Q4 2022 | $73,522 | -9.2% | 987 | -10.8% | 0.04% | -17.4% |
| Q3 2022 | $81,000 | -40.4% | 1,107 | -35.1% | 0.05% | -37.0% |
| Q2 2022 | $136,000 | -22.7% | 1,707 | 0.0% | 0.07% | -14.1% |
| Q1 2022 | $176,000 | -19.3% | 1,707 | -10.2% | 0.08% | -18.3% |
| Q4 2021 | $218,000 | +13.5% | 1,900 | 0.0% | 0.10% | 0.0% |
| Q3 2021 | $192,000 | +1.6% | 1,900 | 0.0% | 0.10% | +5.1% |
| Q2 2021 | $189,000 | +13.2% | 1,900 | 0.0% | 0.10% | +5.3% |
| Q1 2021 | $167,000 | +3.1% | 1,900 | 0.0% | 0.09% | -6.0% |
| Q4 2020 | $162,000 | – | 1,900 | – | 0.10% | – |
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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% |