ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 573 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.27 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $15,941 | -98.1% | 146,424 | +1286.2% | 2.04% | +1479.1% |
| Q2 2022 | $845,000 | +2066.7% | 10,563 | -99.7% | 0.13% | -24.1% |
| Q1 2022 | $39,000 | -99.0% | 4,033,398 | +10313.1% | 0.17% | -68.9% |
| Q4 2021 | $4,077,000 | -40.3% | 38,734 | -42.6% | 0.55% | -41.6% |
| Q3 2021 | $6,829,000 | +2990.0% | 67,442 | +2498.9% | 0.94% | +2574.3% |
| Q4 2020 | $221,000 | – | 2,595 | – | 0.04% | – |
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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% |