ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 729 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.17 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $203,587 | -16.4% | 1,870 | -42.8% | 0.17% | -18.0% |
| Q4 2022 | $243,582 | +1.5% | 3,270 | 0.0% | 0.20% | -5.5% |
| Q3 2022 | $240,000 | -8.0% | 3,270 | 0.0% | 0.22% | -12.1% |
| Q2 2022 | $261,000 | -22.6% | 3,270 | 0.0% | 0.25% | -20.1% |
| Q1 2022 | $337,000 | -10.1% | 3,270 | 0.0% | 0.31% | -5.5% |
| Q4 2021 | $375,000 | +13.3% | 3,270 | 0.0% | 0.33% | +4.1% |
| Q3 2021 | $331,000 | +9.6% | 3,270 | -4.9% | 0.31% | +5.4% |
| Q1 2021 | $302,000 | – | 3,440 | – | 0.30% | – |
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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% |