ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 1,000 filers reported holding ISHARES TR in Q2 2024. The put-call ratio across all filers is 0.84 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $82,926 | +19.9% | 551 | +7.6% | 0.04% | +15.6% |
| Q1 2024 | $69,151 | -56.9% | 512 | -60.9% | 0.03% | -59.5% |
| Q4 2023 | $160,557 | +151.7% | 1,308 | +115.1% | 0.08% | +119.4% |
| Q3 2023 | $63,791 | -45.1% | 608 | -43.0% | 0.04% | -44.6% |
| Q2 2023 | $116,164 | +32.3% | 1,067 | +12.8% | 0.06% | +22.6% |
| Q1 2023 | $87,798 | – | 946 | – | 0.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Mendel Capital Management LLC | 138,334 | $15,884,000 | 14.58% |
| Danda Trouve Investment Management, Inc. | 70,944 | $8,146,000 | 9.23% |
| Nauset Wealth Management. LLC | 81,768 | $9,389,000 | 8.95% |
| Signature Wealth Management Partners, LLC | 82,582 | $9,482,000 | 8.04% |
| Pariax, LLC | 72,950 | $8,376,000 | 7.90% |
| First Citizens Financial Corp | 86,837 | $9,971,000 | 7.29% |
| Ciovacco Capital Management LLC | 98,055 | $11,259,000 | 6.79% |
| Quantitative Advantage, LLC | 369,870 | $42,468,000 | 6.56% |
| Stonebridge Financial Planning Group, LLC | 104,933 | $10,707,000 | 5.62% |
| Portfolio Strategies, Inc. | 185,814 | $21,336,000 | 3.98% |