ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 563 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 0.43 and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $510,751 | -3.6% | 4,868 | 0.0% | 0.26% | +1.6% |
Q2 2023 | $529,979 | +17.3% | 4,868 | 0.0% | 0.25% | +6.8% |
Q1 2023 | $451,799 | +24.6% | 4,868 | 0.0% | 0.24% | +21.6% |
Q4 2022 | $362,617 | +1.6% | 4,868 | 0.0% | 0.19% | -8.5% |
Q3 2022 | $357,000 | -8.2% | 4,868 | 0.0% | 0.21% | -6.2% |
Q2 2022 | $389,000 | -22.5% | 4,868 | 0.0% | 0.23% | -4.2% |
Q1 2022 | $502,000 | -10.2% | 4,868 | 0.0% | 0.24% | -16.0% |
Q4 2021 | $559,000 | +13.4% | 4,868 | 0.0% | 0.28% | +6.8% |
Q3 2021 | $493,000 | +1.9% | 4,868 | 0.0% | 0.26% | +1.9% |
Q2 2021 | $484,000 | +13.3% | 4,868 | 0.0% | 0.26% | +4.5% |
Q1 2021 | $427,000 | +3.1% | 4,868 | 0.0% | 0.25% | -12.4% |
Q4 2020 | $414,000 | – | 4,868 | – | 0.28% | – |
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% |