ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 248 filers reported holding ISHARES TR in Q4 2016. The put-call ratio across all filers is 2.42 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $25,000 | +13.6% | 250 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $22,000 | -47.6% | 250 | -49.8% | 0.00% | -40.0% |
| Q4 2020 | $42,000 | -12.5% | 498 | +213.2% | 0.01% | -16.7% |
| Q3 2020 | $48,000 | -18.6% | 159 | -27.4% | 0.01% | -25.0% |
| Q2 2020 | $59,000 | +31.1% | 219 | 0.0% | 0.01% | +14.3% |
| Q1 2020 | $45,000 | -11.8% | 219 | 0.0% | 0.01% | 0.0% |
| Q4 2019 | $51,000 | +13.3% | 219 | 0.0% | 0.01% | +16.7% |
| Q3 2019 | $45,000 | +4.7% | 219 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $43,000 | +2.4% | 219 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $42,000 | +20.0% | 219 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $35,000 | -16.7% | 219 | 0.0% | 0.01% | 0.0% |
| Q3 2018 | $42,000 | +7.7% | 219 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $39,000 | +5.4% | 219 | 0.0% | 0.01% | +20.0% |
| Q1 2018 | $37,000 | +2.8% | 219 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $36,000 | -14.3% | 219 | -21.5% | 0.01% | -16.7% |
| Q3 2017 | $42,000 | +7.7% | 279 | 0.0% | 0.01% | 0.0% |
| Q2 2017 | $39,000 | +2.6% | 279 | 0.0% | 0.01% | 0.0% |
| Q1 2017 | $38,000 | +11.8% | 279 | 0.0% | 0.01% | +20.0% |
| Q4 2016 | $34,000 | – | 279 | – | 0.01% | – |
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% |