ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 216 filers reported holding ISHARES TR in Q4 2015. The put-call ratio across all filers is 0.49 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $782,000 | -8.3% | 10,665 | 0.0% | 0.04% | -10.0% |
| Q2 2022 | $853,000 | -24.2% | 10,665 | -2.3% | 0.04% | -18.4% |
| Q1 2022 | $1,125,000 | -6.3% | 10,915 | +4.3% | 0.05% | -15.5% |
| Q4 2021 | $1,201,000 | +6.6% | 10,460 | -6.0% | 0.06% | -6.5% |
| Q3 2021 | $1,127,000 | +1.9% | 11,130 | 0.0% | 0.06% | -3.1% |
| Q2 2021 | $1,106,000 | +12.7% | 11,130 | -0.5% | 0.06% | -4.5% |
| Q1 2021 | $981,000 | +3.5% | 11,185 | +0.4% | 0.07% | -1.5% |
| Q4 2020 | $948,000 | +13.8% | 11,140 | +302.6% | 0.07% | +1.5% |
| Q3 2020 | $833,000 | +9.7% | 2,767 | -1.6% | 0.07% | +4.7% |
| Q2 2020 | $759,000 | +6.0% | 2,812 | -19.7% | 0.06% | -7.2% |
| Q1 2020 | $716,000 | -6.6% | 3,502 | +6.2% | 0.07% | +16.9% |
| Q4 2019 | $767,000 | +10.5% | 3,297 | -2.9% | 0.06% | +3.5% |
| Q3 2019 | $694,000 | +1.9% | 3,397 | -1.3% | 0.06% | +1.8% |
| Q2 2019 | $681,000 | +0.3% | 3,442 | -3.4% | 0.06% | -13.8% |
| Q1 2019 | $679,000 | +43.6% | 3,562 | +31.1% | 0.06% | +32.7% |
| Q4 2018 | $473,000 | -10.2% | 2,717 | 0.0% | 0.05% | +6.5% |
| Q3 2018 | $527,000 | +8.9% | 2,717 | 0.0% | 0.05% | +2.2% |
| Q2 2018 | $484,000 | +1.0% | 2,717 | -4.6% | 0.04% | 0.0% |
| Q1 2018 | $479,000 | +2.4% | 2,847 | -1.0% | 0.04% | +7.1% |
| Q4 2017 | $468,000 | +4.9% | 2,875 | -3.4% | 0.04% | -6.7% |
| Q3 2017 | $446,000 | +7.2% | 2,975 | 0.0% | 0.04% | +2.3% |
| Q2 2017 | $416,000 | +0.5% | 2,975 | -2.8% | 0.04% | 0.0% |
| Q1 2017 | $414,000 | +7.3% | 3,060 | -4.7% | 0.04% | +2.3% |
| Q4 2016 | $386,000 | +1.0% | 3,210 | 0.0% | 0.04% | -4.4% |
| Q3 2016 | $382,000 | +8.8% | 3,210 | -3.6% | 0.04% | +7.1% |
| Q2 2016 | $351,000 | -2.8% | 3,330 | 0.0% | 0.04% | -6.7% |
| Q1 2016 | $361,000 | +1.4% | 3,330 | 0.0% | 0.04% | 0.0% |
| Q4 2015 | $356,000 | +4.1% | 3,330 | -3.8% | 0.04% | -4.3% |
| Q3 2015 | $342,000 | -5.5% | 3,460 | 0.0% | 0.05% | +2.2% |
| Q2 2015 | $362,000 | -0.3% | 3,460 | 0.0% | 0.05% | +2.2% |
| Q1 2015 | $363,000 | -5.0% | 3,460 | -5.5% | 0.04% | -6.2% |
| Q4 2014 | $382,000 | +3.5% | 3,660 | 0.0% | 0.05% | -2.0% |
| Q3 2014 | $369,000 | +2.5% | 3,660 | -1.6% | 0.05% | +6.5% |
| Q2 2014 | $360,000 | +6.2% | 3,720 | 0.0% | 0.05% | +2.2% |
| Q1 2014 | $339,000 | -1.7% | 3,720 | -4.7% | 0.04% | -8.2% |
| Q4 2013 | $345,000 | +12.0% | 3,905 | 0.0% | 0.05% | +2.1% |
| Q3 2013 | $308,000 | +4.1% | 3,905 | -3.0% | 0.05% | -2.0% |
| Q2 2013 | $296,000 | – | 4,025 | – | 0.05% | – |
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% |