ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 314 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is 0.27 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $653,002 | -30.5% | 5,998 | -34.2% | 0.00% | – |
| Q1 2022 | $939,000 | +9.3% | 9,112 | +7.4% | 0.00% | -100.0% |
| Q3 2021 | $859,000 | +141.3% | 8,488 | +616.9% | 0.00% | – |
| Q3 2020 | $356,000 | -58.4% | 1,184 | -62.6% | 0.00% | -100.0% |
| Q2 2020 | $855,000 | +259.2% | 3,169 | +209.8% | 0.00% | – |
| Q4 2019 | $238,000 | -75.3% | 1,023 | -81.1% | 0.00% | -100.0% |
| Q2 2018 | $962,000 | -70.5% | 5,399 | -72.1% | 0.00% | -75.0% |
| Q1 2018 | $3,257,000 | +329.1% | 19,365 | +315.3% | 0.00% | +300.0% |
| Q4 2017 | $759,000 | -34.6% | 4,663 | -39.8% | 0.00% | -50.0% |
| Q3 2017 | $1,161,000 | +97.4% | 7,747 | +78.0% | 0.00% | +100.0% |
| Q1 2017 | $588,000 | +23.8% | 4,353 | +10.3% | 0.00% | 0.0% |
| Q4 2016 | $475,000 | -49.5% | 3,946 | -50.1% | 0.00% | -50.0% |
| Q3 2016 | $940,000 | -15.5% | 7,900 | -25.3% | 0.00% | -33.3% |
| Q2 2016 | $1,113,000 | +8.3% | 10,569 | +11.5% | 0.00% | 0.0% |
| Q1 2016 | $1,028,000 | +271.1% | 9,479 | +266.6% | 0.00% | +200.0% |
| Q4 2015 | $277,000 | -45.1% | 2,586 | -49.3% | 0.00% | 0.0% |
| Q3 2015 | $505,000 | -57.3% | 5,104 | -54.9% | 0.00% | -50.0% |
| Q2 2015 | $1,183,000 | +24.0% | 11,306 | +24.4% | 0.00% | 0.0% |
| Q1 2015 | $954,000 | +280.1% | 9,086 | +278.6% | 0.00% | +100.0% |
| Q4 2014 | $251,000 | -28.7% | 2,400 | -31.2% | 0.00% | 0.0% |
| Q3 2014 | $352,000 | – | 3,490 | – | 0.00% | – |
Download | ||||||
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% |