ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 809 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 1.51 and the average weighting 0.4%.
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% | – |
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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% |