ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 419 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is 0.92 and the average weighting 0.3%.
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 | 4,262,531 | $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% |