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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $329,698 | -5.0% | 3,118 | -3.5% | 0.10% | -24.1% |
| Q2 2023 | $346,945 | +16.9% | 3,231 | 0.0% | 0.13% | +9.0% |
| Q1 2023 | $296,832 | +10.4% | 3,231 | 0.0% | 0.12% | +8.9% |
| Q4 2022 | $268,884 | -2.2% | 3,231 | -11.0% | 0.11% | -49.1% |
| Q3 2022 | $275,000 | -10.1% | 3,631 | 0.0% | 0.22% | -12.4% |
| Q2 2022 | $306,000 | -19.5% | 3,631 | -13.0% | 0.25% | -1.6% |
| Q1 2022 | $380,000 | -17.4% | 4,175 | -3.7% | 0.26% | -14.7% |
| Q4 2021 | $460,000 | – | 4,335 | – | 0.30% | – |
Download | ||||||
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% |