ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 329 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is 0.61 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $824,000 | -28.7% | 8,136 | -30.0% | 0.03% | -29.8% |
| Q2 2021 | $1,155,000 | +13.3% | 11,616 | 0.0% | 0.05% | +4.4% |
| Q1 2021 | $1,019,000 | +2.2% | 11,616 | -0.9% | 0.04% | -6.2% |
| Q4 2020 | $997,000 | +13.0% | 11,716 | +300.0% | 0.05% | -2.0% |
| Q3 2020 | $882,000 | +11.6% | 2,929 | 0.0% | 0.05% | +11.4% |
| Q2 2020 | $790,000 | +31.9% | 2,929 | 0.0% | 0.04% | +10.0% |
| Q1 2020 | $599,000 | -13.6% | 2,929 | -1.7% | 0.04% | +5.3% |
| Q4 2019 | $693,000 | +14.0% | 2,979 | 0.0% | 0.04% | +8.6% |
| Q3 2019 | $608,000 | +3.1% | 2,979 | 0.0% | 0.04% | 0.0% |
| Q2 2019 | $590,000 | +3.9% | 2,979 | 0.0% | 0.04% | -5.4% |
| Q1 2019 | $568,000 | +19.3% | 2,979 | 0.0% | 0.04% | +19.4% |
| Q4 2018 | $476,000 | -17.6% | 2,979 | 0.0% | 0.03% | -6.1% |
| Q3 2018 | $578,000 | +8.9% | 2,979 | 0.0% | 0.03% | 0.0% |
| Q2 2018 | $531,000 | -48.8% | 2,979 | -51.7% | 0.03% | +3.1% |
| Q1 2018 | $1,038,000 | +106.0% | 6,168 | +99.4% | 0.03% | +10.3% |
| Q4 2017 | $504,000 | +7.9% | 3,094 | -0.6% | 0.03% | 0.0% |
| Q3 2017 | $467,000 | +44.6% | 3,114 | +34.8% | 0.03% | +45.0% |
| Q2 2017 | $323,000 | +3.5% | 2,310 | 0.0% | 0.02% | 0.0% |
| Q1 2017 | $312,000 | +12.2% | 2,310 | 0.0% | 0.02% | +5.3% |
| Q4 2016 | $278,000 | +1.1% | 2,310 | 0.0% | 0.02% | 0.0% |
| Q3 2016 | $275,000 | +13.2% | 2,310 | 0.0% | 0.02% | +11.8% |
| Q2 2016 | $243,000 | -6.9% | 2,310 | -4.1% | 0.02% | -10.5% |
| Q1 2016 | $261,000 | +1.2% | 2,410 | 0.0% | 0.02% | -5.0% |
| Q4 2015 | $258,000 | +8.4% | 2,410 | 0.0% | 0.02% | 0.0% |
| Q3 2015 | $238,000 | -5.6% | 2,410 | 0.0% | 0.02% | 0.0% |
| Q2 2015 | $252,000 | -0.4% | 2,410 | 0.0% | 0.02% | 0.0% |
| Q1 2015 | $253,000 | +0.4% | 2,410 | 0.0% | 0.02% | -4.8% |
| Q4 2014 | $252,000 | – | 2,410 | – | 0.02% | – |
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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% |