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 | $99,264 | +92.7% | 946 | +100.0% | 0.00% | 0.0% |
| Q2 2023 | $51,501 | +17.4% | 473 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $43,882 | +24.7% | 473 | +0.2% | 0.00% | 0.0% |
| Q4 2022 | $35,188 | +0.5% | 472 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $35,000 | -7.9% | 472 | +0.2% | 0.00% | 0.0% |
| Q2 2022 | $38,000 | -22.4% | 471 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $49,000 | -9.3% | 471 | 0.0% | 0.00% | -25.0% |
| Q4 2021 | $54,000 | +12.5% | 471 | +0.2% | 0.00% | 0.0% |
| Q3 2021 | $48,000 | +2.1% | 470 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $47,000 | +14.6% | 470 | 0.0% | 0.00% | +33.3% |
| Q1 2021 | $41,000 | +2.5% | 470 | +0.2% | 0.00% | -25.0% |
| Q4 2020 | $40,000 | +14.3% | 469 | +300.9% | 0.00% | 0.0% |
| Q3 2020 | $35,000 | +9.4% | 117 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $32,000 | +33.3% | 117 | 0.0% | 0.00% | +33.3% |
| Q1 2020 | $24,000 | – | 117 | – | 0.00% | – |
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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% |