ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 680 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.02 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $442,121 | +13.3% | 4,061 | -3.4% | 0.24% | +7.2% |
| Q1 2023 | $390,266 | +10.7% | 4,205 | -9.9% | 0.22% | +10.0% |
| Q4 2022 | $352,416 | +36.6% | 4,669 | +42.4% | 0.20% | +28.0% |
| Q3 2022 | $258,000 | +20.0% | 3,279 | +22.0% | 0.16% | +20.8% |
| Q2 2022 | $215,000 | -22.1% | 2,687 | +0.2% | 0.13% | -11.6% |
| Q1 2022 | $276,000 | -6.4% | 2,682 | +0.1% | 0.15% | -12.0% |
| Q4 2021 | $295,000 | – | 2,680 | – | 0.17% | – |
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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% |