ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 419 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is 0.92 and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $355,364 | +5.2% | 3,387 | +9.2% | 0.00% | – |
Q2 2023 | $337,715 | +17.6% | 3,102 | +0.2% | 0.00% | – |
Q1 2023 | $287,247 | +27.3% | 3,095 | +2.1% | 0.00% | – |
Q4 2022 | $225,705 | -73.4% | 3,030 | -73.8% | 0.00% | – |
Q3 2022 | $849,000 | -43.6% | 11,575 | -38.5% | 0.00% | -100.0% |
Q2 2022 | $1,505,000 | -20.0% | 18,824 | +3.1% | 0.00% | 0.0% |
Q1 2022 | $1,882,000 | +13.1% | 18,260 | +26.0% | 0.00% | 0.0% |
Q4 2021 | $1,664,000 | -22.4% | 14,493 | -31.5% | 0.00% | 0.0% |
Q3 2021 | $2,144,000 | -8.4% | 21,171 | -10.1% | 0.00% | 0.0% |
Q2 2021 | $2,341,000 | -7.9% | 23,553 | -18.8% | 0.00% | 0.0% |
Q1 2021 | $2,543,000 | +72.8% | 28,998 | +67.6% | 0.00% | 0.0% |
Q4 2020 | $1,472,000 | -22.4% | 17,303 | +174.5% | 0.00% | 0.0% |
Q3 2020 | $1,898,000 | -21.8% | 6,303 | -30.0% | 0.00% | 0.0% |
Q2 2020 | $2,428,000 | +70.1% | 9,001 | +28.9% | 0.00% | 0.0% |
Q1 2020 | $1,427,000 | -49.6% | 6,983 | -42.7% | 0.00% | -50.0% |
Q4 2019 | $2,833,000 | +25.7% | 12,180 | +6.9% | 0.00% | +100.0% |
Q2 2019 | $2,254,000 | +2376.9% | 11,390 | +1039.0% | 0.00% | – |
Q1 2014 | $91,000 | – | 1,000 | – | 0.00% | – |
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% |