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 | $4,592,068 | -6.9% | 43,767 | -3.4% | 4.29% | -5.0% |
| Q2 2023 | $4,932,173 | +13.8% | 45,303 | -3.0% | 4.52% | +13.2% |
| Q1 2023 | $4,333,103 | +23.8% | 46,688 | -0.7% | 3.99% | +27.6% |
| Q4 2022 | $3,500,961 | +0.3% | 46,999 | -1.2% | 3.13% | -5.9% |
| Q3 2022 | $3,490,000 | -9.7% | 47,561 | -1.6% | 3.32% | -4.8% |
| Q2 2022 | $3,863,000 | -11.1% | 48,315 | +14.6% | 3.49% | +1.5% |
| Q1 2022 | $4,344,000 | +5.8% | 42,162 | +18.0% | 3.44% | +8.4% |
| Q4 2021 | $4,104,000 | – | 35,742 | – | 3.17% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| PGIM Custom Harvest LLC | 4,311,874 | $452,401,820 | 16.70% |
| Mendel Capital Management LLC | 110,028 | $11,544,182 | 9.48% |
| First Citizens Financial Corp | 103,824 | $10,893,214 | 7.68% |
| Signature Wealth Management Partners, LLC | 64,359 | $6,752,580 | 6.60% |
| Stonebridge Financial Planning Group, LLC | 84,401 | $8,855,318 | 5.68% |
| Buttonwood Financial Group, LLC | 75,107 | $7,761,044 | 5.66% |
| COTTONWOOD CAPITAL ADVISORS, LLC | 43,767 | $4,592,068 | 4.29% |
| Commonwealth Financial Services, LLC | 117,067 | $12,282,668 | 3.65% |
| Pariax, LLC | 10,949 | $1,148,769 | 3.58% |
| Parker Investment Management, LLC | 153,117 | $16,065,036 | 3.47% |