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 | $942,165 | -49.1% | 8,980 | -47.2% | 0.87% | -47.3% |
Q2 2023 | $1,849,936 | +47.9% | 16,992 | +26.1% | 1.65% | +26.5% |
Q1 2023 | $1,250,675 | +18.5% | 13,476 | -1.4% | 1.30% | +18.5% |
Q4 2022 | $1,055,009 | +2.6% | 13,668 | +1.6% | 1.10% | -1.0% |
Q3 2022 | $1,028,000 | +87.2% | 13,451 | +132.9% | 1.11% | +123.6% |
Q1 2022 | $549,000 | +8.7% | 5,776 | +19.0% | 0.50% | +3.8% |
Q4 2021 | $505,000 | – | 4,854 | – | 0.48% | – |
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% |