ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 344 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is 0.19 and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $2,948,446 | +13.1% | 19,591 | +1.5% | 0.28% | +10.6% |
Q1 2024 | $2,606,523 | -1.0% | 19,299 | -10.0% | 0.26% | -9.6% |
Q4 2023 | $2,631,760 | +13.3% | 21,440 | -3.2% | 0.28% | -1.1% |
Q3 2023 | $2,323,348 | -4.4% | 22,144 | -0.8% | 0.28% | -2.1% |
Q2 2023 | $2,429,543 | +14.8% | 22,316 | -2.2% | 0.29% | +9.8% |
Q1 2023 | $2,116,996 | +22.8% | 22,810 | -1.5% | 0.26% | +23.3% |
Q4 2022 | $1,724,146 | -2.8% | 23,146 | -4.2% | 0.22% | -6.9% |
Q3 2022 | $1,773,000 | -7.8% | 24,161 | +0.4% | 0.23% | -7.6% |
Q2 2022 | $1,924,000 | -23.1% | 24,059 | -0.9% | 0.25% | -10.4% |
Q1 2022 | $2,502,000 | -17.7% | 24,282 | -8.3% | 0.28% | -14.4% |
Q4 2021 | $3,041,000 | +8.7% | 26,481 | -4.1% | 0.33% | +9.4% |
Q3 2021 | $2,797,000 | -1.5% | 27,620 | -3.3% | 0.30% | -5.1% |
Q2 2021 | $2,840,000 | -4.7% | 28,576 | -15.9% | 0.31% | -11.3% |
Q1 2021 | $2,980,000 | -5.7% | 33,981 | -8.5% | 0.35% | -11.5% |
Q4 2020 | $3,161,000 | +9.3% | 37,148 | +286.8% | 0.40% | -5.0% |
Q3 2020 | $2,891,000 | +8.7% | 9,603 | -2.6% | 0.42% | +2.4% |
Q2 2020 | $2,660,000 | +30.1% | 9,860 | -1.4% | 0.41% | +9.0% |
Q1 2020 | $2,044,000 | -14.9% | 10,001 | -3.2% | 0.38% | +7.1% |
Q4 2019 | $2,403,000 | +9.7% | 10,333 | -3.6% | 0.35% | +3.5% |
Q3 2019 | $2,190,000 | -1.4% | 10,723 | -4.4% | 0.34% | -1.4% |
Q2 2019 | $2,220,000 | +3.1% | 11,220 | -0.7% | 0.34% | -1.7% |
Q1 2019 | $2,153,000 | +20.1% | 11,294 | +0.8% | 0.35% | +7.3% |
Q4 2018 | $1,792,000 | -17.8% | 11,208 | -0.3% | 0.33% | -17.8% |
Q3 2018 | $2,181,000 | +15.9% | 11,240 | +6.5% | 0.40% | +9.9% |
Q2 2018 | $1,882,000 | +12.2% | 10,557 | +5.8% | 0.36% | -0.5% |
Q1 2018 | $1,678,000 | +2.1% | 9,976 | -1.2% | 0.36% | +9.3% |
Q4 2017 | $1,643,000 | +8.4% | 10,097 | -0.2% | 0.33% | +9.2% |
Q3 2017 | $1,516,000 | +0.3% | 10,114 | -6.5% | 0.30% | -4.4% |
Q2 2017 | $1,512,000 | +2.6% | 10,821 | -0.7% | 0.32% | +0.6% |
Q1 2017 | $1,473,000 | +5.1% | 10,895 | -6.6% | 0.32% | +1.6% |
Q4 2016 | $1,402,000 | -3.4% | 11,659 | -4.5% | 0.31% | -8.0% |
Q3 2016 | $1,452,000 | +27.5% | 12,203 | +12.8% | 0.34% | +24.6% |
Q2 2016 | $1,139,000 | -19.8% | 10,820 | -17.3% | 0.27% | -20.9% |
Q1 2016 | $1,420,000 | +3.3% | 13,083 | +1.8% | 0.34% | +2.4% |
Q4 2015 | $1,375,000 | +0.7% | 12,848 | -7.0% | 0.34% | -5.9% |
Q3 2015 | $1,366,000 | -5.5% | 13,814 | +0.1% | 0.36% | +2.9% |
Q2 2015 | $1,445,000 | -4.2% | 13,802 | -4.0% | 0.35% | -3.1% |
Q1 2015 | $1,508,000 | -11.7% | 14,371 | -12.1% | 0.36% | -22.8% |
Q4 2014 | $1,708,000 | – | 16,358 | – | 0.46% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Mendel Capital Management LLC | 122,332 | $8,975,000 | 10.54% |
Pariax, LLC | 83,993 | $6,163,000 | 7.08% |
Signature Wealth Management Partners, LLC | 83,320 | $6,113,000 | 6.73% |
First Citizens Financial Corp | 86,728 | $6,363,000 | 6.26% |
Hobart Private Capital, LLC | 107,863 | $7,913,908 | 5.68% |
Stonebridge Financial Planning Group, LLC | 97,077 | $7,123,000 | 4.98% |
Quantitative Advantage, LLC | 354,674 | $26,022,000 | 4.56% |
Danda Trouve Investment Management, Inc. | 30,688 | $2,252,000 | 4.16% |
Portfolio Strategies, Inc. | 190,370 | $13,949,000 | 3.58% |
COTTONWOOD CAPITAL ADVISORS, LLC | 47,561 | $3,490,000 | 3.32% |