ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 334 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is 0.54 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $748,605 | -3.6% | 7,135 | 0.0% | 0.03% | +3.6% |
| Q2 2023 | $776,788 | +14.9% | 7,135 | -2.1% | 0.03% | +7.7% |
| Q1 2023 | $676,121 | +21.7% | 7,285 | -2.3% | 0.03% | +18.2% |
| Q4 2022 | $555,695 | -10.0% | 7,460 | -11.4% | 0.02% | -15.4% |
| Q3 2022 | $617,775 | -8.1% | 8,420 | +0.1% | 0.03% | -3.7% |
| Q2 2022 | $672,539 | +76065.2% | 8,412 | -1.9% | 0.03% | -6.9% |
| Q1 2022 | $883 | -99.9% | 8,572 | +0.3% | 0.03% | -3.3% |
| Q4 2021 | $982,000 | +13.4% | 8,550 | 0.0% | 0.03% | +3.4% |
| Q3 2021 | $866,000 | +3.7% | 8,550 | +1.8% | 0.03% | +3.6% |
| Q2 2021 | $835,000 | +12.7% | 8,400 | -0.6% | 0.03% | +3.7% |
| Q1 2021 | $741,000 | +3.1% | 8,450 | 0.0% | 0.03% | 0.0% |
| Q4 2020 | $719,000 | +9.1% | 8,450 | +285.8% | 0.03% | 0.0% |
| Q3 2020 | $659,000 | +11.5% | 2,190 | 0.0% | 0.03% | 0.0% |
| Q2 2020 | $591,000 | +33.4% | 2,190 | +1.2% | 0.03% | +12.5% |
| Q1 2020 | $443,000 | -18.4% | 2,165 | -7.3% | 0.02% | +4.3% |
| Q4 2019 | $543,000 | +8.0% | 2,335 | -5.3% | 0.02% | 0.0% |
| Q3 2019 | $503,000 | +0.4% | 2,465 | -2.8% | 0.02% | 0.0% |
| Q2 2019 | $501,000 | +3.1% | 2,535 | -0.6% | 0.02% | 0.0% |
| Q1 2019 | $486,000 | +21.5% | 2,550 | +1.8% | 0.02% | +9.5% |
| Q4 2018 | $400,000 | -17.7% | 2,505 | 0.0% | 0.02% | -4.5% |
| Q3 2018 | $486,000 | +10.0% | 2,505 | +1.0% | 0.02% | 0.0% |
| Q2 2018 | $442,000 | +2.3% | 2,480 | -3.5% | 0.02% | 0.0% |
| Q1 2018 | $432,000 | +3.3% | 2,570 | 0.0% | 0.02% | +10.0% |
| Q4 2017 | $418,000 | +8.6% | 2,570 | 0.0% | 0.02% | +5.3% |
| Q3 2017 | $385,000 | +6.6% | 2,570 | -0.8% | 0.02% | +5.6% |
| Q2 2017 | $361,000 | +0.3% | 2,590 | -2.8% | 0.02% | 0.0% |
| Q1 2017 | $360,000 | +1.1% | 2,665 | -10.1% | 0.02% | -5.3% |
| Q4 2016 | $356,000 | -2.7% | 2,965 | -3.7% | 0.02% | 0.0% |
| Q3 2016 | $366,000 | +11.9% | 3,080 | -1.0% | 0.02% | +5.6% |
| Q2 2016 | $327,000 | -38.0% | 3,110 | -36.0% | 0.02% | -37.9% |
| Q1 2016 | $527,000 | -6.9% | 4,860 | -8.1% | 0.03% | -6.5% |
| Q4 2015 | $566,000 | +3.5% | 5,290 | -4.5% | 0.03% | 0.0% |
| Q3 2015 | $547,000 | -5.5% | 5,540 | 0.0% | 0.03% | +3.3% |
| Q2 2015 | $579,000 | -3.5% | 5,540 | -3.1% | 0.03% | 0.0% |
| Q1 2015 | $600,000 | +0.2% | 5,720 | -0.4% | 0.03% | 0.0% |
| Q4 2014 | $599,000 | +2.9% | 5,745 | -0.7% | 0.03% | 0.0% |
| Q3 2014 | $582,000 | +1.9% | 5,785 | -1.9% | 0.03% | +3.4% |
| Q2 2014 | $571,000 | +9.2% | 5,900 | +2.6% | 0.03% | +7.4% |
| Q1 2014 | $523,000 | +31.4% | 5,750 | +27.5% | 0.03% | +35.0% |
| Q4 2013 | $398,000 | +15.7% | 4,510 | +3.1% | 0.02% | 0.0% |
| Q3 2013 | $344,000 | +17.0% | 4,375 | +9.2% | 0.02% | +11.1% |
| Q2 2013 | $294,000 | – | 4,005 | – | 0.02% | – |
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% |