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 | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $293,000 | +3.9% | 3,343 | +0.8% | 0.10% | -2.0% |
| Q4 2020 | $282,000 | +6.0% | 3,316 | +276.0% | 0.10% | -5.6% |
| Q3 2020 | $266,000 | +12.7% | 882 | +0.9% | 0.11% | +1.9% |
| Q2 2020 | $236,000 | +50.3% | 874 | +13.7% | 0.10% | +38.2% |
| Q3 2019 | $157,000 | +6.8% | 769 | +3.5% | 0.08% | +5.6% |
| Q2 2019 | $147,000 | +3.5% | 743 | 0.0% | 0.07% | 0.0% |
| Q1 2019 | $142,000 | +19.3% | 743 | 0.0% | 0.07% | +4.3% |
| Q4 2018 | $119,000 | -17.4% | 743 | 0.0% | 0.07% | +15.0% |
| Q3 2018 | $144,000 | +10.8% | 743 | +1.6% | 0.06% | +5.3% |
| Q2 2018 | $130,000 | +5.7% | 731 | 0.0% | 0.06% | +3.6% |
| Q1 2018 | $123,000 | – | 731 | – | 0.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| PGIM Custom Harvest LLC | 4,311,874 | $452,401,820 | 16.70% |
| Mendel Capital Management LLC | 110,028 | $11,544,182 | 9.48% |
| First Citizens Financial Corp | 103,824 | $10,893,214 | 7.68% |
| Signature Wealth Management Partners, LLC | 64,359 | $6,752,580 | 6.60% |
| Stonebridge Financial Planning Group, LLC | 84,401 | $8,855,318 | 5.68% |
| Buttonwood Financial Group, LLC | 75,107 | $7,761,044 | 5.66% |
| COTTONWOOD CAPITAL ADVISORS, LLC | 43,767 | $4,592,068 | 4.29% |
| Commonwealth Financial Services, LLC | 117,067 | $12,282,668 | 3.65% |
| Pariax, LLC | 10,949 | $1,148,769 | 3.58% |
| Parker Investment Management, LLC | 153,117 | $16,065,036 | 3.47% |