ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 563 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 0.43 and the average weighting 0.3%.
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 ↓ |
|---|---|---|---|
| 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% |