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 | $747,456 | +0.2% | 7,124 | +4.0% | 0.39% | +1.6% |
Q2 2023 | $745,657 | +28.5% | 6,849 | +9.5% | 0.38% | +14.4% |
Q1 2023 | $580,301 | +23.4% | 6,253 | -0.9% | 0.33% | +15.6% |
Q4 2022 | $470,189 | +5.7% | 6,312 | +4.1% | 0.29% | -6.5% |
Q3 2022 | $445,000 | -8.2% | 6,061 | 0.0% | 0.31% | -6.4% |
Q2 2022 | $485,000 | -21.5% | 6,061 | +1.2% | 0.33% | -12.0% |
Q1 2022 | $618,000 | +2.7% | 5,992 | +3.6% | 0.38% | -2.6% |
Q4 2021 | $602,000 | – | 5,783 | – | 0.38% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Mendel Capital Management LLC | 132,889 | $10,624,000 | 11.89% |
Pariax, LLC | 83,514 | $6,677,000 | 7.38% |
Signature Wealth Management Partners, LLC | 82,125 | $6,566,000 | 6.72% |
First Citizens Financial Corp | 86,847 | $6,943,000 | 6.12% |
Stonebridge Financial Planning Group, LLC | 98,231 | $7,854,000 | 5.33% |
Quantitative Advantage, LLC | 367,374 | $29,372,000 | 5.10% |
Danda Trouve Investment Management, Inc. | 30,886 | $2,469,000 | 3.80% |
Portfolio Strategies, Inc. | 195,178 | $15,651,000 | 3.65% |
COTTONWOOD CAPITAL ADVISORS, LLC | 48,315 | $3,863,000 | 3.49% |
HC Advisors, LLC | 55,204 | $4,414,000 | 3.14% |