ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 563 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 0.43 and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $234,944 | -7.0% | 2,239 | -3.4% | 0.02% | -3.8% |
Q2 2023 | $252,498 | +71.6% | 2,319 | -77.3% | 0.03% | +225.0% |
Q1 2023 | $147,124 | -64.1% | 10,232 | +86.0% | 0.01% | -55.6% |
Q4 2022 | $409,856 | -3.8% | 5,502 | -5.2% | 0.02% | -28.0% |
Q3 2022 | $426,000 | -16.8% | 5,802 | -9.4% | 0.02% | -44.4% |
Q2 2022 | $512,000 | -55.1% | 6,404 | -42.2% | 0.04% | -29.7% |
Q1 2022 | $1,141,000 | +50.5% | 11,071 | +67.6% | 0.06% | 0.0% |
Q4 2021 | $758,000 | +244.5% | 6,604 | +163.1% | 0.06% | +255.6% |
Q1 2021 | $220,000 | +1.9% | 2,510 | -1.2% | 0.02% | -10.0% |
Q4 2020 | $216,000 | – | 2,540 | – | 0.02% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Mendel Capital Management LLC | 132,889 | $10,624,000 | 11.89% |
Pariax, LLC | 83,514 | $6,677,000 | 7.38% |
Signature Wealth Management Partners, LLC | 82,125 | $6,566,000 | 6.72% |
First Citizens Financial Corp | 86,847 | $6,943,000 | 6.12% |
Stonebridge Financial Planning Group, LLC | 98,231 | $7,854,000 | 5.33% |
Quantitative Advantage, LLC | 367,374 | $29,372,000 | 5.10% |
Danda Trouve Investment Management, Inc. | 30,886 | $2,469,000 | 3.80% |
Portfolio Strategies, Inc. | 195,178 | $15,651,000 | 3.65% |
COTTONWOOD CAPITAL ADVISORS, LLC | 48,315 | $3,863,000 | 3.49% |
HC Advisors, LLC | 55,204 | $4,414,000 | 3.14% |