ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 550 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 0.12 and the average weighting 0.3%.
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 ↓ |
|---|---|---|---|
| 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% |