ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 631 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.14 and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $925,291 | +96184.2% | 8,819 | 0.0% | 0.04% | 0.0% |
Q2 2023 | $961 | +17.5% | 8,819 | 0.0% | 0.04% | +14.3% |
Q1 2023 | $818 | +24.5% | 8,819 | 0.0% | 0.04% | +20.7% |
Q4 2022 | $657 | -99.9% | 8,819 | +11.1% | 0.03% | -25.6% |
Q3 2022 | $583,000 | -17.3% | 7,939 | -10.0% | 0.04% | +25.8% |
Q2 2022 | $705,000 | -22.4% | 8,819 | 0.0% | 0.03% | -8.8% |
Q1 2022 | $908,000 | -11.2% | 8,819 | -0.9% | 0.03% | -8.1% |
Q4 2021 | $1,022,000 | +13.3% | 8,899 | 0.0% | 0.04% | +5.7% |
Q3 2021 | $902,000 | -3.4% | 8,899 | -5.3% | 0.04% | 0.0% |
Q2 2021 | $934,000 | +8.7% | 9,399 | -4.0% | 0.04% | +2.9% |
Q1 2021 | $859,000 | +12.3% | 9,793 | +285.2% | 0.03% | -2.9% |
Q3 2020 | $765,000 | +9.0% | 2,542 | -2.3% | 0.04% | 0.0% |
Q2 2020 | $702,000 | +37.1% | 2,602 | +3.7% | 0.04% | +16.7% |
Q1 2020 | $512,000 | -8.9% | 2,508 | +3.7% | 0.03% | +15.4% |
Q4 2019 | $562,000 | +18.1% | 2,418 | +3.6% | 0.03% | +8.3% |
Q3 2019 | $476,000 | +2.1% | 2,333 | -0.8% | 0.02% | +4.3% |
Q2 2019 | $466,000 | +25.9% | 2,353 | +21.4% | 0.02% | +27.8% |
Q1 2019 | $370,000 | +19.4% | 1,939 | 0.0% | 0.02% | 0.0% |
Q4 2018 | $310,000 | -17.6% | 1,939 | -0.1% | 0.02% | -5.3% |
Q3 2018 | $376,000 | +14.3% | 1,940 | +5.1% | 0.02% | +11.8% |
Q2 2018 | $329,000 | +6.1% | 1,845 | 0.0% | 0.02% | +6.2% |
Q1 2018 | $310,000 | +3.3% | 1,845 | 0.0% | 0.02% | -20.0% |
Q4 2017 | $300,000 | +14.5% | 1,845 | +5.7% | 0.02% | +42.9% |
Q3 2017 | $262,000 | +7.4% | 1,745 | 0.0% | 0.01% | +7.7% |
Q2 2017 | $244,000 | +8.0% | 1,745 | +4.4% | 0.01% | 0.0% |
Q1 2017 | $226,000 | – | 1,672 | – | 0.01% | – |
Download |
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% |