ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 496 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is 0.89 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $1,184,000 | +5.6% | 11,694 | +3.7% | 0.08% | +5.3% |
| Q2 2021 | $1,121,000 | +4.6% | 11,277 | -7.8% | 0.08% | -3.8% |
| Q1 2021 | $1,072,000 | +0.5% | 12,226 | -2.5% | 0.08% | -4.9% |
| Q4 2020 | $1,067,000 | +9.7% | 12,542 | +306.4% | 0.08% | -3.5% |
| Q3 2020 | $973,000 | +21.2% | 3,086 | +3.7% | 0.08% | +10.4% |
| Q2 2020 | $803,000 | +33.4% | 2,976 | +1.0% | 0.08% | +11.6% |
| Q1 2020 | $602,000 | -8.8% | 2,946 | +3.8% | 0.07% | +11.3% |
| Q4 2019 | $660,000 | +16.8% | 2,837 | +2.6% | 0.06% | +3.3% |
| Q3 2019 | $565,000 | +11.4% | 2,766 | +8.0% | 0.06% | +13.2% |
| Q2 2019 | $507,000 | +6.7% | 2,560 | +2.8% | 0.05% | +1.9% |
| Q1 2019 | $475,000 | +20.3% | 2,491 | +0.9% | 0.05% | +6.1% |
| Q4 2018 | $395,000 | – | 2,468 | – | 0.05% | – |
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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% |