ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 496 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is 0.89 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $209 | -100.0% | 2,800 | -80.1% | 0.00% | -100.0% |
| Q2 2022 | $1,127,000 | -5.6% | 14,100 | +35.6% | 0.00% | 0.0% |
| Q4 2021 | $1,194,000 | -61.1% | 10,400 | -65.7% | 0.00% | -75.0% |
| Q3 2021 | $3,068,000 | +262.6% | 30,300 | +256.1% | 0.00% | +300.0% |
| Q2 2021 | $846,000 | +71.6% | 8,509 | +46.7% | 0.00% | 0.0% |
| Q4 2020 | $493,000 | -47.8% | 5,800 | +65.7% | 0.00% | 0.0% |
| Q2 2020 | $944,000 | +62.2% | 3,500 | +40.0% | 0.00% | – |
| Q4 2019 | $582,000 | -10.9% | 2,500 | -24.2% | 0.00% | -100.0% |
| Q2 2019 | $653,000 | +104.1% | 3,300 | +65.0% | 0.00% | – |
| Q4 2018 | $320,000 | +12.3% | 2,000 | +25.0% | 0.00% | – |
| Q2 2018 | $285,000 | – | 1,600 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Mendel Capital Management LLC | 138,334 | $15,884,000 | 14.58% |
| Danda Trouve Investment Management, Inc. | 70,944 | $8,146,000 | 9.23% |
| Nauset Wealth Management. LLC | 81,768 | $9,389,000 | 8.95% |
| Signature Wealth Management Partners, LLC | 82,582 | $9,482,000 | 8.04% |
| Pariax, LLC | 72,950 | $8,376,000 | 7.90% |
| First Citizens Financial Corp | 86,837 | $9,971,000 | 7.29% |
| Ciovacco Capital Management LLC | 98,055 | $11,259,000 | 6.79% |
| Quantitative Advantage, LLC | 369,870 | $42,468,000 | 6.56% |
| Stonebridge Financial Planning Group, LLC | 104,933 | $10,707,000 | 5.62% |
| Portfolio Strategies, Inc. | 185,814 | $21,336,000 | 3.98% |