ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 631 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.14 and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2023 | $363,626 | +17.3% | 3,340 | 0.0% | 0.03% | +12.0% |
Q1 2023 | $309,985 | +124392.0% | 3,340 | 0.0% | 0.02% | +19.0% |
Q4 2022 | $249 | -99.9% | 3,340 | 0.0% | 0.02% | -8.7% |
Q3 2022 | $245,000 | -8.2% | 3,340 | 0.0% | 0.02% | -4.2% |
Q2 2022 | $267,000 | -22.4% | 3,340 | 0.0% | 0.02% | -14.3% |
Q1 2022 | $344,000 | -10.2% | 3,340 | 0.0% | 0.03% | -9.7% |
Q4 2021 | $383,000 | +13.3% | 3,340 | 0.0% | 0.03% | +3.3% |
Q3 2021 | $338,000 | +1.8% | 3,340 | 0.0% | 0.03% | 0.0% |
Q2 2021 | $332,000 | +13.3% | 3,340 | 0.0% | 0.03% | +7.1% |
Q1 2021 | $293,000 | +3.2% | 3,340 | 0.0% | 0.03% | 0.0% |
Q4 2020 | $284,000 | – | 3,340 | – | 0.03% | – |
Download |
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% |