ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 680 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.02 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,327,957 | +559.7% | 31,719 | +574.9% | 0.00% | +200.0% |
| Q2 2023 | $504,451 | +40845.7% | 4,700 | -65.2% | 0.00% | 0.0% |
| Q1 2023 | $1,232 | -100.0% | 13,500 | -78.2% | 0.00% | -87.5% |
| Q3 2022 | $4,619,000 | +1334.5% | 61,838 | +1459.2% | 0.01% | +700.0% |
| Q2 2022 | $322,000 | -25.1% | 3,966 | -3.3% | 0.00% | 0.0% |
| Q1 2022 | $430,000 | -65.0% | 4,100 | -61.5% | 0.00% | 0.0% |
| Q4 2021 | $1,230,000 | +65.5% | 10,637 | +45.6% | 0.00% | 0.0% |
| Q3 2021 | $743,000 | -66.2% | 7,307 | -34.2% | 0.00% | -83.3% |
| Q2 2019 | $2,197,000 | +453.4% | 11,100 | +344.0% | 0.01% | +500.0% |
| Q4 2018 | $397,000 | -70.1% | 2,500 | -68.4% | 0.00% | -66.7% |
| Q2 2018 | $1,329,000 | 0.0% | 7,900 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $1,329,000 | -7.1% | 7,900 | -22.7% | 0.00% | -57.1% |
| Q2 2017 | $1,430,000 | -18.6% | 10,225 | -21.3% | 0.01% | -30.0% |
| Q1 2017 | $1,756,000 | +4.5% | 12,986 | -8.5% | 0.01% | +25.0% |
| Q3 2016 | $1,681,000 | – | 14,200 | – | 0.01% | – |
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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% |