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 | $209,840 | -25.9% | 2,000 | -23.1% | 0.01% | -30.0% |
| Q2 2023 | $283,062 | +17.3% | 2,600 | 0.0% | 0.01% | +11.1% |
| Q1 2023 | $241,306 | +24.6% | 2,600 | 0.0% | 0.01% | +12.5% |
| Q4 2022 | $193,674 | -2.2% | 2,600 | -3.7% | 0.01% | 0.0% |
| Q3 2022 | $198,000 | -8.3% | 2,700 | 0.0% | 0.01% | -11.1% |
| Q2 2022 | $216,000 | -22.3% | 2,700 | 0.0% | 0.01% | -10.0% |
| Q1 2022 | $278,000 | -10.3% | 2,700 | 0.0% | 0.01% | -9.1% |
| Q4 2021 | $310,000 | +13.6% | 2,700 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $273,000 | +1.9% | 2,700 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $268,000 | +13.1% | 2,700 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $237,000 | +3.0% | 2,700 | 0.0% | 0.01% | -8.3% |
| Q4 2020 | $230,000 | +13.3% | 2,700 | +300.0% | 0.01% | 0.0% |
| Q3 2020 | $203,000 | +11.5% | 675 | 0.0% | 0.01% | +9.1% |
| Q2 2020 | $182,000 | +31.9% | 675 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $138,000 | -12.1% | 675 | 0.0% | 0.01% | +10.0% |
| Q4 2019 | $157,000 | +13.8% | 675 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $138,000 | +3.0% | 675 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $134,000 | +3.9% | 675 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $129,000 | +19.4% | 675 | 0.0% | 0.01% | +11.1% |
| Q4 2018 | $108,000 | -17.6% | 675 | 0.0% | 0.01% | -10.0% |
| Q3 2018 | $131,000 | +9.2% | 675 | 0.0% | 0.01% | +11.1% |
| Q2 2018 | $120,000 | +5.3% | 675 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $114,000 | – | 675 | – | 0.01% | – |
Download | ||||||
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% |