ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 260 filers reported holding ISHARES TR in Q2 2017. The put-call ratio across all filers is 0.64 and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $55,226,495 | -6.5% | 526,368 | -3.0% | 0.05% | -6.1% |
Q2 2023 | $59,078,575 | +14.1% | 542,652 | -2.7% | 0.05% | +8.9% |
Q1 2023 | $51,785,929 | -1.2% | 557,978 | -20.7% | 0.04% | -6.2% |
Q4 2022 | $52,388,959 | -6.3% | 703,301 | -7.7% | 0.05% | -15.8% |
Q3 2022 | $55,935,000 | +0.6% | 762,365 | +9.6% | 0.06% | +5.6% |
Q2 2022 | $55,621,000 | -13.4% | 695,692 | +11.6% | 0.05% | 0.0% |
Q1 2022 | $64,244,000 | -12.6% | 623,480 | -2.6% | 0.05% | -8.5% |
Q4 2021 | $73,520,000 | +6.7% | 640,303 | -5.9% | 0.06% | -4.8% |
Q3 2021 | $68,900,000 | +1.9% | 680,423 | +0.1% | 0.06% | 0.0% |
Q2 2021 | $67,596,000 | +12.2% | 680,037 | -1.0% | 0.06% | +1.6% |
Q1 2021 | $60,270,000 | +0.7% | 687,229 | -2.3% | 0.06% | -7.6% |
Q4 2020 | $59,833,000 | +12.5% | 703,262 | +298.0% | 0.07% | 0.0% |
Q3 2020 | $53,193,000 | +8.4% | 176,681 | -2.9% | 0.07% | 0.0% |
Q2 2020 | $49,079,000 | +34.4% | 181,905 | +1.8% | 0.07% | +13.8% |
Q1 2020 | $36,520,000 | -19.5% | 178,681 | -8.4% | 0.06% | 0.0% |
Q4 2019 | $45,358,000 | +11.4% | 194,998 | -2.2% | 0.06% | +1.8% |
Q3 2019 | $40,700,000 | +0.8% | 199,300 | -2.3% | 0.06% | -1.7% |
Q2 2019 | $40,379,000 | -3.3% | 204,049 | -6.9% | 0.06% | -7.9% |
Q1 2019 | $41,759,000 | +10.4% | 219,092 | -7.3% | 0.06% | -4.5% |
Q4 2018 | $37,809,000 | +118.7% | 236,407 | +165.4% | 0.07% | +144.4% |
Q3 2018 | $17,285,000 | +14.6% | 89,088 | +5.3% | 0.03% | +8.0% |
Q2 2018 | $15,085,000 | +3.5% | 84,612 | -2.3% | 0.02% | -3.8% |
Q1 2018 | $14,568,000 | -3.8% | 86,600 | -6.9% | 0.03% | -7.1% |
Q4 2017 | $15,150,000 | +20.7% | 93,058 | +11.2% | 0.03% | +12.0% |
Q3 2017 | $12,551,000 | +22.5% | 83,697 | +14.2% | 0.02% | +13.6% |
Q2 2017 | $10,242,000 | +21.6% | 73,293 | +17.7% | 0.02% | +10.0% |
Q1 2017 | $8,422,000 | +36.5% | 62,294 | +21.4% | 0.02% | +25.0% |
Q4 2016 | $6,170,000 | +64.7% | 51,307 | +63.0% | 0.02% | +60.0% |
Q3 2016 | $3,746,000 | +21.2% | 31,479 | +7.2% | 0.01% | 0.0% |
Q2 2016 | $3,092,000 | -1.7% | 29,368 | +1.4% | 0.01% | -9.1% |
Q1 2016 | $3,144,000 | +3.0% | 28,971 | +1.6% | 0.01% | 0.0% |
Q4 2015 | $3,052,000 | +14.8% | 28,520 | +6.1% | 0.01% | 0.0% |
Q3 2015 | $2,658,000 | -32.1% | 26,880 | -28.2% | 0.01% | -26.7% |
Q2 2015 | $3,916,000 | -13.3% | 37,412 | -13.0% | 0.02% | -25.0% |
Q1 2015 | $4,515,000 | +6.1% | 43,016 | +5.6% | 0.02% | -4.8% |
Q4 2014 | $4,255,000 | -39.1% | 40,754 | -41.2% | 0.02% | -47.5% |
Q3 2014 | $6,985,000 | +64.7% | 69,321 | +58.4% | 0.04% | +53.8% |
Q2 2014 | $4,241,000 | -12.4% | 43,776 | -17.7% | 0.03% | -21.2% |
Q1 2014 | $4,843,000 | +7.2% | 53,188 | +4.1% | 0.03% | -2.9% |
Q4 2013 | $4,517,000 | +41.4% | 51,073 | +26.0% | 0.03% | +21.4% |
Q3 2013 | $3,194,000 | +25.3% | 40,537 | +17.0% | 0.03% | +16.7% |
Q2 2013 | $2,550,000 | – | 34,638 | – | 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% |