ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 812 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.62 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $41,968 | -3.6% | 400 | 0.0% | 0.00% | – |
| Q2 2023 | $43,548 | +17.3% | 400 | 0.0% | 0.00% | – |
| Q1 2023 | $37,124 | +24.6% | 400 | 0.0% | 0.00% | – |
| Q4 2022 | $29,795 | +2.7% | 400 | 0.0% | 0.00% | – |
| Q3 2022 | $29,000 | -6.5% | 400 | 0.0% | 0.00% | – |
| Q2 2022 | $31,000 | -53.7% | 400 | -38.9% | 0.00% | – |
| Q1 2022 | $67,000 | -10.7% | 655 | 0.0% | 0.00% | – |
| Q4 2021 | $75,000 | +13.6% | 655 | 0.0% | 0.00% | – |
| Q3 2021 | $66,000 | +1.5% | 655 | 0.0% | 0.00% | – |
| Q2 2021 | $65,000 | +54.8% | 655 | +36.5% | 0.00% | – |
| Q1 2021 | $42,000 | +600.0% | 480 | +500.0% | 0.00% | – |
| Q4 2020 | $6,000 | 0.0% | 80 | +300.0% | 0.00% | – |
| Q3 2020 | $6,000 | +20.0% | 20 | 0.0% | 0.00% | – |
| Q2 2020 | $5,000 | +25.0% | 20 | 0.0% | 0.00% | – |
| Q1 2020 | $4,000 | 0.0% | 20 | 0.0% | 0.00% | – |
| Q4 2019 | $4,000 | -90.0% | 20 | -95.5% | 0.00% | – |
| Q1 2014 | $40,000 | – | 441 | – | 0.00% | – |
Download | ||||||
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% |