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 | ||||
---|---|---|---|---|---|---|
Q4 2019 | $54,000 | +12.5% | 233 | 0.0% | 0.01% | 0.0% |
Q3 2019 | $48,000 | +4.3% | 233 | 0.0% | 0.01% | 0.0% |
Q2 2019 | $46,000 | +4.5% | 233 | 0.0% | 0.01% | 0.0% |
Q1 2019 | $44,000 | 0.0% | 233 | -16.2% | 0.01% | -20.0% |
Q4 2018 | $44,000 | -18.5% | 278 | 0.0% | 0.01% | 0.0% |
Q3 2018 | $54,000 | +8.0% | 278 | 0.0% | 0.01% | 0.0% |
Q2 2018 | $50,000 | +6.4% | 278 | 0.0% | 0.01% | 0.0% |
Q1 2018 | $47,000 | +4.4% | 278 | 0.0% | 0.01% | 0.0% |
Q4 2017 | $45,000 | -15.1% | 278 | -37.2% | 0.01% | -28.6% |
Q4 2016 | $53,000 | -3.6% | 443 | -20.2% | 0.01% | -17.6% |
Q3 2015 | $55,000 | -5.2% | 555 | 0.0% | 0.02% | 0.0% |
Q2 2015 | $58,000 | 0.0% | 555 | 0.0% | 0.02% | -10.5% |
Q1 2015 | $58,000 | 0.0% | 555 | 0.0% | 0.02% | +11.8% |
Q4 2014 | $58,000 | – | 555 | – | 0.02% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Mendel Capital Management LLC | 132,889 | $10,624,000 | 11.89% |
Pariax, LLC | 83,514 | $6,677,000 | 7.38% |
Signature Wealth Management Partners, LLC | 82,125 | $6,566,000 | 6.72% |
First Citizens Financial Corp | 86,847 | $6,943,000 | 6.12% |
Stonebridge Financial Planning Group, LLC | 98,231 | $7,854,000 | 5.33% |
Quantitative Advantage, LLC | 367,374 | $29,372,000 | 5.10% |
Danda Trouve Investment Management, Inc. | 30,886 | $2,469,000 | 3.80% |
Portfolio Strategies, Inc. | 195,178 | $15,651,000 | 3.65% |
COTTONWOOD CAPITAL ADVISORS, LLC | 48,315 | $3,863,000 | 3.49% |
HC Advisors, LLC | 55,204 | $4,414,000 | 3.14% |