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 | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,007,232 | -3.6% | 9,600 | 0.0% | 0.06% | +1.6% |
Q2 2023 | $1,045,152 | +17.3% | 9,600 | 0.0% | 0.06% | +10.3% |
Q1 2023 | $890,976 | +22.1% | 9,600 | -2.0% | 0.06% | +16.0% |
Q4 2022 | $730,002 | +21.3% | 9,800 | +19.5% | 0.05% | +13.6% |
Q3 2022 | $602,000 | -8.2% | 8,200 | 0.0% | 0.04% | -2.2% |
Q2 2022 | $656,000 | -18.1% | 8,200 | -2.4% | 0.04% | -4.3% |
Q1 2022 | $801,000 | -16.9% | 8,400 | 0.0% | 0.05% | -6.0% |
Q4 2021 | $964,000 | +13.3% | 8,400 | 0.0% | 0.05% | +2.0% |
Q3 2021 | $851,000 | +1.9% | 8,400 | 0.0% | 0.05% | +2.1% |
Q2 2021 | $835,000 | +8.6% | 8,400 | 0.0% | 0.05% | +4.3% |
Q1 2021 | $769,000 | +7.6% | 8,400 | 0.0% | 0.05% | 0.0% |
Q4 2020 | $715,000 | +11.7% | 8,400 | +295.3% | 0.05% | +2.2% |
Q3 2020 | $640,000 | +10.3% | 2,125 | -1.2% | 0.04% | +2.3% |
Q2 2020 | $580,000 | +32.1% | 2,150 | 0.0% | 0.04% | +10.0% |
Q1 2020 | $439,000 | -12.2% | 2,150 | 0.0% | 0.04% | +11.1% |
Q4 2019 | $500,000 | +13.9% | 2,150 | 0.0% | 0.04% | +5.9% |
Q3 2019 | $439,000 | +3.3% | 2,150 | 0.0% | 0.03% | +3.0% |
Q2 2019 | $425,000 | +2.4% | 2,150 | -1.1% | 0.03% | -5.7% |
Q1 2019 | $415,000 | +19.3% | 2,175 | 0.0% | 0.04% | +2.9% |
Q4 2018 | $348,000 | -20.4% | 2,175 | -3.3% | 0.03% | -2.9% |
Q3 2018 | $437,000 | +6.6% | 2,250 | -2.2% | 0.04% | 0.0% |
Q2 2018 | $410,000 | +5.9% | 2,300 | 0.0% | 0.04% | +2.9% |
Q1 2018 | $387,000 | +3.5% | 2,300 | 0.0% | 0.03% | +6.2% |
Q4 2017 | $374,000 | +6.2% | 2,300 | -2.1% | 0.03% | +6.7% |
Q3 2017 | $352,000 | +7.3% | 2,350 | 0.0% | 0.03% | 0.0% |
Q2 2017 | $328,000 | +3.1% | 2,350 | 0.0% | 0.03% | 0.0% |
Q1 2017 | $318,000 | +12.4% | 2,350 | 0.0% | 0.03% | +7.1% |
Q4 2016 | $283,000 | +1.1% | 2,350 | 0.0% | 0.03% | 0.0% |
Q3 2016 | $280,000 | +13.4% | 2,350 | 0.0% | 0.03% | +12.0% |
Q2 2016 | $247,000 | -3.1% | 2,350 | 0.0% | 0.02% | -7.4% |
Q1 2016 | $255,000 | -4.9% | 2,350 | -6.0% | 0.03% | -3.6% |
Q4 2015 | $268,000 | +8.5% | 2,500 | 0.0% | 0.03% | +3.7% |
Q3 2015 | $247,000 | -12.7% | 2,500 | -7.4% | 0.03% | -6.9% |
Q2 2015 | $283,000 | 0.0% | 2,700 | 0.0% | 0.03% | 0.0% |
Q1 2015 | $283,000 | +0.4% | 2,700 | 0.0% | 0.03% | 0.0% |
Q4 2014 | $282,000 | +3.7% | 2,700 | 0.0% | 0.03% | +3.6% |
Q3 2014 | $272,000 | +34.0% | 2,700 | +28.6% | 0.03% | +33.3% |
Q2 2014 | $203,000 | – | 2,100 | – | 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% |