ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 729 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.17 and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2022 | $812,000 | -28.8% | 10,162 | -8.1% | 0.72% | +1.0% |
Q1 2022 | $1,140,000 | -10.2% | 11,059 | +0.1% | 0.71% | +6.5% |
Q4 2021 | $1,269,000 | +15.8% | 11,053 | +2.1% | 0.66% | +4.7% |
Q3 2021 | $1,096,000 | -1.3% | 10,824 | -3.1% | 0.64% | -2.9% |
Q2 2021 | $1,110,000 | +21.6% | 11,168 | +7.3% | 0.65% | +14.3% |
Q1 2021 | $913,000 | -1.5% | 10,406 | -4.5% | 0.57% | -5.5% |
Q4 2020 | $927,000 | – | 10,901 | – | 0.60% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
PGIM Custom Harvest LLC | 4,311,874 | $452,401,820 | 16.70% |
Mendel Capital Management LLC | 110,028 | $11,544,182 | 9.48% |
First Citizens Financial Corp | 103,824 | $10,893,214 | 7.68% |
Signature Wealth Management Partners, LLC | 64,359 | $6,752,580 | 6.60% |
Stonebridge Financial Planning Group, LLC | 84,401 | $8,855,318 | 5.68% |
Buttonwood Financial Group, LLC | 75,107 | $7,761,044 | 5.66% |
COTTONWOOD CAPITAL ADVISORS, LLC | 43,767 | $4,592,068 | 4.29% |
Commonwealth Financial Services, LLC | 117,067 | $12,282,668 | 3.65% |
Pariax, LLC | 10,949 | $1,148,769 | 3.58% |
Parker Investment Management, LLC | 153,117 | $16,065,036 | 3.47% |