ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 618 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.00 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $734 | -8.8% | 6,994 | -5.4% | 0.08% | -4.9% |
| Q2 2023 | $805 | +17.3% | 7,394 | 0.0% | 0.08% | -8.0% |
| Q1 2023 | $686 | +24.5% | 7,394 | +0.0% | 0.09% | +22.2% |
| Q4 2022 | $551 | -99.9% | 7,393 | -9.8% | 0.07% | -4.0% |
| Q3 2022 | $601,000 | +1.7% | 8,193 | +10.8% | 0.08% | +5.6% |
| Q2 2022 | $591,000 | -27.3% | 7,392 | -6.3% | 0.07% | -9.0% |
| Q1 2022 | $813,000 | -10.3% | 7,892 | 0.0% | 0.08% | -9.3% |
| Q4 2021 | $906,000 | +13.4% | 7,892 | 0.0% | 0.09% | -20.4% |
| Q3 2021 | $799,000 | +1.9% | 7,892 | +0.0% | 0.11% | +35.0% |
| Q2 2021 | $784,000 | +13.3% | 7,891 | 0.0% | 0.08% | +11.1% |
| Q1 2021 | $692,000 | +16.5% | 7,891 | +299.9% | 0.07% | -12.2% |
| Q3 2020 | $594,000 | +3.7% | 1,973 | -7.1% | 0.08% | +2.5% |
| Q2 2020 | $573,000 | +36.8% | 2,123 | +3.6% | 0.08% | +15.9% |
| Q1 2020 | $419,000 | -29.6% | 2,050 | -19.9% | 0.07% | -16.9% |
| Q4 2019 | $595,000 | +13.8% | 2,560 | 0.0% | 0.08% | +6.4% |
| Q3 2019 | $523,000 | +3.2% | 2,560 | 0.0% | 0.08% | +1.3% |
| Q2 2019 | $507,000 | -7.0% | 2,560 | -10.5% | 0.08% | -13.5% |
| Q1 2019 | $545,000 | +15.2% | 2,860 | -3.4% | 0.09% | +1.1% |
| Q4 2018 | $473,000 | -17.6% | 2,960 | 0.0% | 0.09% | -6.4% |
| Q3 2018 | $574,000 | +27.0% | 2,960 | +16.8% | 0.09% | +20.5% |
| Q2 2018 | $452,000 | +3.4% | 2,535 | -2.5% | 0.08% | -29.7% |
| Q1 2018 | $437,000 | -66.3% | 2,600 | -67.3% | 0.11% | -63.2% |
| Q4 2017 | $1,295,000 | +7.3% | 7,954 | -1.2% | 0.30% | -1.0% |
| Q3 2017 | $1,207,000 | +1.0% | 8,054 | -5.8% | 0.30% | -4.1% |
| Q2 2017 | $1,195,000 | +1.4% | 8,554 | -1.8% | 0.32% | -5.1% |
| Q1 2017 | $1,178,000 | +92.2% | 8,714 | +70.9% | 0.34% | +31.4% |
| Q4 2016 | $613,000 | -2.2% | 5,100 | -3.2% | 0.26% | -12.1% |
| Q3 2016 | $627,000 | – | 5,270 | – | 0.29% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| PGIM Custom Harvest LLC | 4,311,874 | $452,401,820 | 16.70% |
| Mendel Capital Management LLC | 110,028 | $11,544,182 | 9.48% |
| First Citizens Financial Corp | 103,824 | $10,893,214 | 7.68% |
| Signature Wealth Management Partners, LLC | 64,359 | $6,752,580 | 6.60% |
| Stonebridge Financial Planning Group, LLC | 84,401 | $8,855,318 | 5.68% |
| Buttonwood Financial Group, LLC | 75,107 | $7,761,044 | 5.66% |
| COTTONWOOD CAPITAL ADVISORS, LLC | 43,767 | $4,592,068 | 4.29% |
| Commonwealth Financial Services, LLC | 117,067 | $12,282,668 | 3.65% |
| Pariax, LLC | 10,949 | $1,148,769 | 3.58% |
| Parker Investment Management, LLC | 153,117 | $16,065,036 | 3.47% |