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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $209,744 | -3.6% | 1,999 | 0.0% | 0.11% | -0.9% |
| Q2 2023 | $217,641 | +101601.4% | 1,999 | -3.8% | 0.11% | -0.9% |
| Q1 2022 | $214 | -28.7% | 2,077 | -20.4% | 0.11% | -26.2% |
| Q4 2021 | $300 | +13.6% | 2,608 | +0.0% | 0.15% | +0.7% |
| Q3 2021 | $264 | +5.6% | 2,607 | +3.8% | 0.15% | +2.8% |
| Q2 2021 | $250 | +13.6% | 2,511 | +0.0% | 0.14% | +2.9% |
| Q1 2021 | $220 | +2.8% | 2,510 | 0.0% | 0.14% | -4.1% |
| Q4 2020 | $214 | – | 2,510 | – | 0.15% | – |
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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% |