ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 958 filers reported holding ISHARES TR in Q1 2024. The put-call ratio across all filers is 0.66 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $575,964 | +19.9% | 3,827 | +7.6% | 0.02% | +15.4% |
| Q1 2024 | $480,408 | +38.2% | 3,557 | +25.6% | 0.01% | +30.0% |
| Q4 2023 | $347,678 | +17.0% | 2,832 | 0.0% | 0.01% | 0.0% |
| Q3 2023 | $297,147 | -3.6% | 2,832 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $308,334 | +17.3% | 2,832 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $262,838 | +24.6% | 2,832 | 0.0% | 0.01% | +11.1% |
| Q4 2022 | $210,955 | – | 2,832 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Mendel Capital Management LLC | 122,332 | $8,975,000 | 10.54% |
| Pariax, LLC | 83,993 | $6,163,000 | 7.08% |
| Signature Wealth Management Partners, LLC | 83,320 | $6,113,000 | 6.73% |
| First Citizens Financial Corp | 86,728 | $6,363,000 | 6.26% |
| Hobart Private Capital, LLC | 107,863 | $7,913,908 | 5.68% |
| Stonebridge Financial Planning Group, LLC | 97,077 | $7,123,000 | 4.98% |
| Quantitative Advantage, LLC | 354,674 | $26,022,000 | 4.56% |
| Danda Trouve Investment Management, Inc. | 30,688 | $2,252,000 | 4.16% |
| Portfolio Strategies, Inc. | 190,370 | $13,949,000 | 3.58% |
| COTTONWOOD CAPITAL ADVISORS, LLC | 47,561 | $3,490,000 | 3.32% |