ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 370 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is 0.54 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2018 | $290,000 | -17.8% | 1,815 | -0.3% | 0.06% | -29.2% |
| Q3 2018 | $353,000 | -6.9% | 1,821 | -14.3% | 0.09% | -15.2% |
| Q2 2018 | $379,000 | +4.1% | 2,126 | -1.6% | 0.10% | 0.0% |
| Q1 2018 | $364,000 | -40.6% | 2,160 | -42.6% | 0.10% | -36.4% |
| Q4 2017 | $613,000 | +8.7% | 3,765 | 0.0% | 0.16% | +5.1% |
| Q3 2017 | $564,000 | -23.6% | 3,765 | -28.7% | 0.16% | -24.9% |
| Q2 2017 | $738,000 | -1.5% | 5,279 | -4.8% | 0.21% | +3.0% |
| Q1 2017 | $749,000 | +10.1% | 5,544 | -1.9% | 0.20% | +9.1% |
| Q4 2016 | $680,000 | -0.6% | 5,654 | -1.7% | 0.19% | 0.0% |
| Q3 2016 | $684,000 | +9.3% | 5,750 | -3.4% | 0.19% | +6.9% |
| Q2 2016 | $626,000 | -4.6% | 5,950 | -1.6% | 0.17% | -7.9% |
| Q1 2016 | $656,000 | -0.9% | 6,048 | -2.3% | 0.19% | -4.5% |
| Q4 2015 | $662,000 | +5.9% | 6,193 | -2.1% | 0.20% | -3.4% |
| Q3 2015 | $625,000 | -5.4% | 6,323 | +0.2% | 0.20% | +3.5% |
| Q2 2015 | $661,000 | – | 6,313 | – | 0.20% | – |
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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% |