ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 559 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 0.47 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $41,781 | -32.2% | 398 | -29.7% | 0.02% | -30.0% |
| Q2 2023 | $61,644 | +17.3% | 566 | 0.0% | 0.03% | +7.1% |
| Q1 2023 | $52,540 | +24.6% | 566 | 0.0% | 0.03% | +16.7% |
| Q4 2022 | $42,154 | +2.8% | 566 | +0.2% | 0.02% | 0.0% |
| Q3 2022 | $41,000 | -8.9% | 565 | 0.0% | 0.02% | -14.3% |
| Q2 2022 | $45,000 | -22.4% | 565 | 0.0% | 0.03% | -3.4% |
| Q1 2022 | $58,000 | +9.4% | 565 | +22.6% | 0.03% | +16.0% |
| Q4 2021 | $53,000 | +12.8% | 461 | 0.0% | 0.02% | -13.8% |
| Q3 2021 | $47,000 | +2.2% | 461 | 0.0% | 0.03% | +3.6% |
| Q2 2021 | $46,000 | +155.6% | 461 | +121.6% | 0.03% | +115.4% |
| Q1 2021 | $18,000 | 0.0% | 208 | 0.0% | 0.01% | -13.3% |
| Q4 2020 | $18,000 | +12.5% | 208 | +300.0% | 0.02% | -6.2% |
| Q3 2020 | $16,000 | – | 52 | – | 0.02% | – |
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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% |