ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 742 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.46 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $180,336 | -52.9% | 1,719 | -51.2% | 0.07% | -49.3% |
| Q2 2023 | $383,200 | +30.2% | 3,520 | +11.0% | 0.14% | +11.1% |
| Q1 2023 | $294,356 | +86.1% | 3,172 | +49.4% | 0.13% | +41.6% |
| Q4 2022 | $158,168 | +15716.8% | 2,123 | +14053.3% | 0.09% | +8800.0% |
| Q3 2022 | $1,000 | 0.0% | 15 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $1,000 | -83.3% | 15 | -62.5% | 0.00% | -75.0% |
| Q1 2022 | $6,000 | – | 40 | – | 0.00% | – |
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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% |