ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 559 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 0.47 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $1,963,000 | -26.0% | 24,564 | -4.6% | 0.27% | -11.1% |
| Q1 2022 | $2,653,000 | -13.1% | 25,749 | -3.2% | 0.31% | -6.4% |
| Q4 2021 | $3,052,000 | +13.1% | 26,589 | -0.3% | 0.33% | +3.8% |
| Q3 2021 | $2,699,000 | +0.1% | 26,659 | -1.7% | 0.32% | +2.6% |
| Q2 2021 | $2,696,000 | +10.5% | 27,129 | -2.5% | 0.31% | +0.3% |
| Q1 2021 | $2,439,000 | +1.1% | 27,816 | -1.9% | 0.31% | -4.7% |
| Q4 2020 | $2,413,000 | +15.0% | 28,366 | +306.7% | 0.32% | +5.6% |
| Q3 2020 | $2,099,000 | +3.5% | 6,974 | -7.2% | 0.30% | -4.7% |
| Q2 2020 | $2,028,000 | +30.0% | 7,519 | -1.5% | 0.32% | +8.1% |
| Q1 2020 | $1,560,000 | -17.7% | 7,634 | -6.3% | 0.30% | +10.0% |
| Q4 2019 | $1,895,000 | +5.5% | 8,149 | -7.4% | 0.27% | -0.4% |
| Q3 2019 | $1,796,000 | -1.5% | 8,799 | -4.5% | 0.27% | -0.7% |
| Q2 2019 | $1,823,000 | +0.4% | 9,214 | -3.3% | 0.27% | -1.8% |
| Q1 2019 | $1,816,000 | +14.8% | 9,530 | -3.7% | 0.28% | +4.1% |
| Q4 2018 | $1,582,000 | -28.5% | 9,895 | -13.3% | 0.27% | -13.4% |
| Q3 2018 | $2,213,000 | +4.6% | 11,408 | -3.9% | 0.31% | +0.3% |
| Q2 2018 | $2,116,000 | -3.0% | 11,873 | -8.5% | 0.31% | -1.0% |
| Q1 2018 | $2,182,000 | -0.6% | 12,973 | -3.8% | 0.31% | +2.7% |
| Q4 2017 | $2,195,000 | +2.0% | 13,488 | -6.0% | 0.30% | -2.3% |
| Q3 2017 | $2,151,000 | +8.0% | 14,348 | +0.6% | 0.31% | +4.8% |
| Q2 2017 | $1,992,000 | -4.5% | 14,258 | -7.6% | 0.29% | -5.2% |
| Q1 2017 | $2,086,000 | +11.1% | 15,433 | -1.2% | 0.31% | +4.7% |
| Q4 2016 | $1,878,000 | -1.6% | 15,618 | -2.6% | 0.30% | 0.0% |
| Q3 2016 | $1,908,000 | +13.6% | 16,036 | +0.5% | 0.30% | +13.8% |
| Q2 2016 | $1,679,000 | -6.5% | 15,956 | -3.7% | 0.26% | -7.5% |
| Q1 2016 | $1,796,000 | +0.2% | 16,561 | -1.1% | 0.28% | +2.9% |
| Q4 2015 | $1,792,000 | +6.4% | 16,744 | -1.7% | 0.27% | -1.8% |
| Q3 2015 | $1,685,000 | -6.6% | 17,041 | -1.2% | 0.28% | +3.0% |
| Q2 2015 | $1,805,000 | +0.3% | 17,246 | +0.6% | 0.27% | +1.5% |
| Q1 2015 | $1,799,000 | +0.2% | 17,141 | -0.3% | 0.27% | -2.9% |
| Q4 2014 | $1,795,000 | +9.5% | 17,197 | +5.7% | 0.27% | +7.5% |
| Q3 2014 | $1,639,000 | +0.8% | 16,267 | -3.1% | 0.26% | -0.8% |
| Q2 2014 | $1,626,000 | +7.0% | 16,792 | +0.6% | 0.26% | +0.4% |
| Q1 2014 | $1,519,000 | +1.1% | 16,687 | -1.8% | 0.26% | -1.9% |
| Q4 2013 | $1,503,000 | +12.2% | 16,997 | -0.0% | 0.26% | +3.2% |
| Q3 2013 | $1,339,000 | +9.6% | 17,002 | +2.4% | 0.25% | +1.6% |
| Q2 2013 | $1,222,000 | – | 16,602 | – | 0.25% | – |
Download | ||||||
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% |