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 | $704,853 | +2.6% | 6,718 | +6.4% | 0.50% | +7.4% |
| Q2 2023 | $687,297 | +9.7% | 6,313 | -6.5% | 0.46% | +9.0% |
| Q1 2023 | $626,561 | +21.8% | 6,751 | -2.3% | 0.42% | +21.6% |
| Q4 2022 | $514,502 | -13.1% | 6,907 | -14.4% | 0.35% | -14.7% |
| Q3 2022 | $592,000 | -10.3% | 8,072 | -2.2% | 0.41% | -10.1% |
| Q2 2022 | $660,000 | -47.5% | 8,255 | -32.4% | 0.45% | -37.2% |
| Q1 2022 | $1,257,000 | -3.5% | 12,204 | +7.6% | 0.72% | -5.6% |
| Q4 2021 | $1,302,000 | – | 11,338 | – | 0.77% | – |
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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% |