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 | $77,917 | -27.3% | 742 | -24.7% | 0.00% | -25.0% |
| Q2 2023 | $107,237 | +57.6% | 985 | +34.4% | 0.00% | +33.3% |
| Q1 2023 | $68,030 | +38.4% | 733 | +11.1% | 0.00% | +50.0% |
| Q4 2022 | $49,163 | -35.3% | 660 | -36.2% | 0.00% | -33.3% |
| Q3 2022 | $76,000 | -8.4% | 1,034 | 0.0% | 0.00% | -25.0% |
| Q2 2022 | $83,000 | +22.1% | 1,034 | +56.7% | 0.00% | +33.3% |
| Q1 2022 | $68,000 | -10.5% | 660 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $76,000 | +13.4% | 660 | 0.0% | 0.00% | -25.0% |
| Q3 2021 | $67,000 | +1.5% | 660 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $66,000 | +13.8% | 660 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $58,000 | +3.6% | 660 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $56,000 | +12.0% | 660 | +300.0% | 0.00% | 0.0% |
| Q3 2020 | $50,000 | +11.1% | 165 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $45,000 | +32.4% | 165 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $34,000 | -10.5% | 165 | 0.0% | 0.00% | +33.3% |
| Q4 2019 | $38,000 | +11.8% | 165 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $34,000 | +3.0% | 165 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $33,000 | +175.0% | 165 | +83.3% | 0.00% | +200.0% |
| Q1 2017 | $12,000 | -58.6% | 90 | -62.5% | 0.00% | -66.7% |
| Q4 2016 | $29,000 | – | 240 | – | 0.00% | – |
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% |