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 | $1,383,340 | -54.6% | 13,185 | -52.8% | 1.06% | -53.3% |
| Q2 2023 | $3,044,059 | +14.1% | 27,960 | -2.4% | 2.27% | +9.0% |
| Q1 2023 | $2,667,969 | +85.0% | 28,635 | +47.9% | 2.08% | +71.1% |
| Q4 2022 | $1,442,345 | +103.7% | 19,363 | +181.8% | 1.22% | +127.2% |
| Q1 2022 | $708,000 | -27.5% | 6,872 | -19.2% | 0.54% | -26.6% |
| Q4 2021 | $976,000 | – | 8,500 | – | 0.73% | – |
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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% |