ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 680 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.02 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,470,874 | -6.9% | 14,019 | -3.4% | 0.06% | -1.7% |
| Q2 2023 | $1,580,574 | +110121.3% | 14,518 | -6.0% | 0.06% | +5.5% |
| Q1 2023 | $1,434 | +15.2% | 15,451 | -7.6% | 0.06% | +12.2% |
| Q4 2022 | $1,245 | -99.9% | 16,719 | +1.5% | 0.05% | -5.8% |
| Q3 2022 | $1,209,000 | -8.2% | 16,479 | 0.0% | 0.05% | -3.7% |
| Q2 2022 | $1,317,000 | -21.0% | 16,479 | +1.9% | 0.05% | -41.9% |
| Q1 2022 | $1,667,000 | -13.5% | 16,179 | -3.6% | 0.09% | -7.9% |
| Q4 2021 | $1,927,000 | +513.7% | 16,779 | +440.6% | 0.10% | +405.0% |
| Q3 2021 | $314,000 | +1.6% | 3,104 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $309,000 | +13.6% | 3,104 | 0.0% | 0.02% | +11.1% |
| Q1 2021 | $272,000 | +3.0% | 3,104 | 0.0% | 0.02% | -5.3% |
| Q4 2020 | $264,000 | – | 3,104 | – | 0.02% | – |
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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% |