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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $564 | -3.8% | 5,380 | 0.0% | 0.04% | +2.4% |
| Q2 2023 | $586 | +17.4% | 5,380 | 0.0% | 0.04% | +10.8% |
| Q1 2023 | $499 | +24.4% | 5,380 | 0.0% | 0.04% | +19.4% |
| Q4 2022 | $401 | -99.9% | 5,380 | 0.0% | 0.03% | -6.1% |
| Q3 2022 | $395,000 | -8.1% | 5,380 | 0.0% | 0.03% | 0.0% |
| Q2 2022 | $430,000 | -22.4% | 5,380 | 0.0% | 0.03% | -2.9% |
| Q1 2022 | $554,000 | -10.4% | 5,380 | 0.0% | 0.03% | -2.9% |
| Q4 2021 | $618,000 | +13.4% | 5,380 | 0.0% | 0.04% | +6.1% |
| Q3 2021 | $545,000 | +1.9% | 5,380 | 0.0% | 0.03% | +3.1% |
| Q2 2021 | $535,000 | +13.3% | 5,380 | 0.0% | 0.03% | +3.2% |
| Q1 2021 | $472,000 | +3.1% | 5,380 | 0.0% | 0.03% | -8.8% |
| Q4 2020 | $458,000 | +13.1% | 5,380 | +300.0% | 0.03% | -5.6% |
| Q3 2020 | $405,000 | – | 1,345 | – | 0.04% | – |
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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% |