ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 559 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 0.47 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $1,357,000 | -21.9% | 13,167 | -13.0% | 0.86% | -27.6% |
| Q4 2021 | $1,737,000 | +10.5% | 15,127 | -2.6% | 1.19% | -0.6% |
| Q3 2021 | $1,572,000 | -5.2% | 15,526 | -6.9% | 1.20% | -6.9% |
| Q2 2021 | $1,658,000 | +7.4% | 16,676 | -5.3% | 1.29% | -7.2% |
| Q1 2021 | $1,544,000 | -4.3% | 17,601 | -7.2% | 1.39% | -9.2% |
| Q4 2020 | $1,613,000 | – | 18,961 | – | 1.53% | – |
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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% |