ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 958 filers reported holding ISHARES TR in Q1 2024. The put-call ratio across all filers is 0.66 and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $2,673,633 | +10.3% | 17,765 | -1.0% | 1.00% | +10.8% |
Q1 2024 | $2,424,327 | +8.5% | 17,950 | -1.4% | 0.90% | +0.6% |
Q4 2023 | $2,234,541 | +14.8% | 18,204 | -1.9% | 0.89% | -1.4% |
Q3 2023 | $1,947,301 | -5.0% | 18,560 | -1.4% | 0.91% | -0.4% |
Q2 2023 | $2,049,888 | +16.1% | 18,829 | -1.1% | 0.91% | +9.9% |
Q1 2023 | $1,766,057 | +24.2% | 19,029 | -0.3% | 0.83% | +19.3% |
Q4 2022 | $1,422,359 | +0.1% | 19,095 | -1.4% | 0.69% | -2.9% |
Q3 2022 | $1,421,000 | -8.6% | 19,366 | -0.4% | 0.72% | +0.1% |
Q2 2022 | $1,554,000 | -23.7% | 19,436 | -1.6% | 0.71% | -10.8% |
Q1 2022 | $2,036,000 | -19.0% | 19,761 | -9.8% | 0.80% | -13.8% |
Q4 2021 | $2,514,000 | +10.9% | 21,896 | -2.2% | 0.93% | +0.4% |
Q3 2021 | $2,267,000 | -0.8% | 22,391 | -2.6% | 0.92% | -3.3% |
Q2 2021 | $2,285,000 | +1.6% | 22,991 | -10.4% | 0.96% | -0.5% |
Q1 2021 | $2,250,000 | -0.1% | 25,656 | -3.1% | 0.96% | -11.7% |
Q4 2020 | $2,253,000 | +8.9% | 26,481 | +285.5% | 1.09% | -6.0% |
Q3 2020 | $2,068,000 | -8.3% | 6,869 | -17.8% | 1.16% | -13.1% |
Q2 2020 | $2,254,000 | +28.7% | 8,354 | -2.5% | 1.33% | +6.6% |
Q1 2020 | $1,751,000 | -14.3% | 8,568 | -2.4% | 1.25% | +6.4% |
Q4 2019 | $2,042,000 | +8.2% | 8,781 | -5.0% | 1.18% | -0.8% |
Q3 2019 | $1,888,000 | -22.7% | 9,246 | -25.1% | 1.18% | -17.9% |
Q2 2019 | $2,443,000 | -2.9% | 12,344 | -6.5% | 1.44% | -7.0% |
Q1 2019 | $2,517,000 | +5.2% | 13,208 | -11.7% | 1.55% | -7.6% |
Q4 2018 | $2,393,000 | -18.6% | 14,960 | -1.3% | 1.68% | -8.8% |
Q3 2018 | $2,940,000 | +6.0% | 15,151 | -2.6% | 1.84% | +0.2% |
Q2 2018 | $2,774,000 | +4.3% | 15,563 | -1.6% | 1.84% | +5.1% |
Q1 2018 | $2,660,000 | +0.5% | 15,813 | -2.7% | 1.75% | +1.3% |
Q4 2017 | $2,646,000 | -10.0% | 16,258 | -17.1% | 1.73% | -12.2% |
Q3 2017 | $2,940,000 | +1.8% | 19,610 | -5.1% | 1.97% | +0.6% |
Q2 2017 | $2,888,000 | +0.7% | 20,673 | -2.6% | 1.96% | -2.7% |
Q1 2017 | $2,869,000 | +10.2% | 21,226 | -2.0% | 2.01% | +2.4% |
Q4 2016 | $2,604,000 | -4.7% | 21,652 | -5.7% | 1.96% | -13.1% |
Q3 2016 | $2,733,000 | +12.7% | 22,969 | -0.3% | 2.26% | +7.5% |
Q2 2016 | $2,426,000 | -3.3% | 23,040 | -0.3% | 2.10% | -8.8% |
Q1 2016 | $2,509,000 | -2.6% | 23,120 | -3.9% | 2.31% | -0.9% |
Q4 2015 | $2,576,000 | +7.8% | 24,065 | -0.4% | 2.33% | -0.1% |
Q3 2015 | $2,389,000 | -5.4% | 24,155 | +0.1% | 2.33% | +1.1% |
Q2 2015 | $2,526,000 | +0.4% | 24,130 | +0.7% | 2.30% | +1.0% |
Q1 2015 | $2,515,000 | -0.4% | 23,960 | -0.9% | 2.28% | -6.1% |
Q4 2014 | $2,524,000 | +10.7% | 24,180 | +6.9% | 2.43% | +4.3% |
Q3 2014 | $2,280,000 | +6.3% | 22,625 | +2.2% | 2.33% | +4.3% |
Q2 2014 | $2,145,000 | +8.1% | 22,139 | +1.6% | 2.23% | +4.5% |
Q1 2014 | $1,985,000 | +3.7% | 21,794 | +0.7% | 2.14% | +0.8% |
Q4 2013 | $1,915,000 | +15.2% | 21,649 | +2.6% | 2.12% | +5.5% |
Q3 2013 | $1,663,000 | +8.8% | 21,109 | +1.6% | 2.01% | -2.1% |
Q2 2013 | $1,529,000 | – | 20,773 | – | 2.06% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Mendel Capital Management LLC | 122,332 | $8,975,000 | 10.54% |
Pariax, LLC | 83,993 | $6,163,000 | 7.08% |
Signature Wealth Management Partners, LLC | 83,320 | $6,113,000 | 6.73% |
First Citizens Financial Corp | 86,728 | $6,363,000 | 6.26% |
Hobart Private Capital, LLC | 107,863 | $7,913,908 | 5.68% |
Stonebridge Financial Planning Group, LLC | 97,077 | $7,123,000 | 4.98% |
Quantitative Advantage, LLC | 354,674 | $26,022,000 | 4.56% |
Danda Trouve Investment Management, Inc. | 30,688 | $2,252,000 | 4.16% |
Portfolio Strategies, Inc. | 190,370 | $13,949,000 | 3.58% |
COTTONWOOD CAPITAL ADVISORS, LLC | 47,561 | $3,490,000 | 3.32% |