ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 370 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is 0.54 and the average weighting 0.2%.
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 ↓ |
|---|---|---|---|
| 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% |