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 2022 | $323,000 | -8.2% | 4,400 | 0.0% | 0.02% | -4.2% |
| Q2 2022 | $352,000 | -22.3% | 4,400 | 0.0% | 0.02% | -7.7% |
| Q1 2022 | $453,000 | -7.4% | 4,400 | +3.2% | 0.03% | -3.7% |
| Q4 2021 | $489,000 | +13.2% | 4,263 | 0.0% | 0.03% | 0.0% |
| Q3 2021 | $432,000 | +8.5% | 4,263 | +6.6% | 0.03% | +12.5% |
| Q2 2021 | $398,000 | +13.4% | 4,000 | 0.0% | 0.02% | -11.1% |
| Q1 2021 | $351,000 | -32.0% | 4,000 | -34.2% | 0.03% | -22.9% |
| Q4 2020 | $516,000 | +14.2% | 6,076 | +305.1% | 0.04% | -12.5% |
| Q3 2020 | $452,000 | +11.6% | 1,500 | 0.0% | 0.04% | +5.3% |
| Q2 2020 | $405,000 | +31.9% | 1,500 | 0.0% | 0.04% | +11.8% |
| Q1 2020 | $307,000 | -12.0% | 1,500 | 0.0% | 0.03% | 0.0% |
| Q4 2019 | $349,000 | +14.1% | 1,500 | 0.0% | 0.03% | +6.2% |
| Q3 2019 | $306,000 | +3.0% | 1,500 | 0.0% | 0.03% | -3.0% |
| Q2 2019 | $297,000 | +3.8% | 1,500 | 0.0% | 0.03% | -8.3% |
| Q1 2019 | $286,000 | +19.2% | 1,500 | 0.0% | 0.04% | +5.9% |
| Q4 2018 | $240,000 | -17.5% | 1,500 | 0.0% | 0.03% | -5.6% |
| Q3 2018 | $291,000 | +9.0% | 1,500 | 0.0% | 0.04% | 0.0% |
| Q2 2018 | $267,000 | +6.0% | 1,500 | 0.0% | 0.04% | +2.9% |
| Q1 2018 | $252,000 | +3.3% | 1,500 | 0.0% | 0.04% | +2.9% |
| Q4 2017 | $244,000 | +62.7% | 1,500 | +50.0% | 0.03% | +54.5% |
| Q3 2017 | $150,000 | – | 1,000 | – | 0.02% | – |
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% |