ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 448 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is 0.48 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $585,967 | -10.2% | 7,986 | -2.2% | 0.02% | -7.4% |
| Q2 2022 | $652,731 | -52.5% | 8,164 | -38.7% | 0.03% | -42.6% |
| Q1 2022 | $1,373,177 | -61.4% | 13,327 | -56.9% | 0.05% | -60.8% |
| Q4 2021 | $3,553,437 | +5.1% | 30,948 | -7.3% | 0.12% | -5.5% |
| Q3 2021 | $3,380,467 | +127.2% | 33,384 | +123.0% | 0.13% | +119.0% |
| Q2 2021 | $1,487,806 | +8.9% | 14,968 | -4.0% | 0.06% | -3.3% |
| Q1 2021 | $1,366,745 | -0.4% | 15,584 | -3.3% | 0.06% | -14.3% |
| Q4 2020 | $1,371,568 | +11.5% | 16,121 | +294.6% | 0.07% | -1.4% |
| Q3 2020 | $1,229,989 | +37.1% | 4,085 | +22.9% | 0.07% | +20.3% |
| Q2 2020 | $896,886 | +52.4% | 3,324 | +15.4% | 0.06% | +20.4% |
| Q1 2020 | $588,595 | -29.3% | 2,880 | -19.6% | 0.05% | -16.9% |
| Q4 2019 | $832,885 | +26.9% | 3,581 | +11.4% | 0.06% | +9.3% |
| Q3 2019 | $656,415 | +130.9% | 3,214 | +123.8% | 0.05% | +125.0% |
| Q2 2019 | $284,252 | +3.8% | 1,436 | 0.0% | 0.02% | -7.7% |
| Q1 2019 | $273,740 | +25.4% | 1,436 | +5.2% | 0.03% | -3.7% |
| Q4 2018 | $218,304 | -44.0% | 1,365 | -32.1% | 0.03% | -40.0% |
| Q3 2018 | $389,980 | +5.0% | 2,010 | -3.5% | 0.04% | -11.8% |
| Q2 2018 | $371,336 | +8.3% | 2,083 | +2.2% | 0.05% | 0.0% |
| Q1 2018 | $342,980 | -3.4% | 2,039 | -6.5% | 0.05% | -8.9% |
| Q4 2017 | $355,001 | – | 2,181 | – | 0.06% | – |
Download | ||||||
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% |