ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 448 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is 0.48 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $935,000 | +2.5% | 10,668 | -0.5% | 0.29% | +8.2% |
| Q4 2020 | $912,000 | +13.0% | 10,724 | +300.0% | 0.27% | +26.5% |
| Q3 2020 | $807,000 | -96.7% | 2,681 | -97.0% | 0.21% | -97.0% |
| Q2 2020 | $24,362,000 | +55.4% | 90,292 | +14.6% | 7.09% | +40.4% |
| Q1 2020 | $15,673,000 | -8.9% | 78,796 | +6.6% | 5.05% | +27.6% |
| Q4 2019 | $17,197,000 | – | 73,933 | – | 3.96% | – |
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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% |