ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 18 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $168,606 | +80.1% | 1,607 | +86.9% | 0.04% | +76.0% |
| Q2 2023 | $93,628 | +17.3% | 860 | 0.0% | 0.02% | +13.6% |
| Q1 2023 | $79,817 | +24.6% | 860 | 0.0% | 0.02% | +15.8% |
| Q4 2022 | $64,061 | +1.7% | 860 | 0.0% | 0.02% | 0.0% |
| Q3 2022 | $63,000 | -30.8% | 860 | -24.8% | 0.02% | -29.6% |
| Q2 2022 | $91,000 | +2.2% | 1,143 | +32.9% | 0.03% | +12.5% |
| Q1 2022 | $89,000 | -10.1% | 860 | 0.0% | 0.02% | -7.7% |
| Q4 2021 | $99,000 | +13.8% | 860 | 0.0% | 0.03% | +4.0% |
| Q3 2021 | $87,000 | +2.4% | 860 | 0.0% | 0.02% | +4.2% |
| Q2 2021 | $85,000 | +13.3% | 860 | 0.0% | 0.02% | +20.0% |
| Q1 2021 | $75,000 | +17.2% | 860 | +13.2% | 0.02% | +5.3% |
| Q4 2020 | $64,000 | +16.4% | 760 | +300.0% | 0.02% | +5.6% |
| Q3 2020 | $55,000 | – | 190 | – | 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% |