ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 208 filers reported holding ISHARES TR in Q3 2015. The put-call ratio across all filers is 0.03 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2017 | $1,769,000 | -66.2% | 12,661 | -67.3% | 0.07% | +76.3% |
| Q1 2017 | $5,227,000 | +699.2% | 38,671 | +611.0% | 0.04% | +1166.7% |
| Q4 2016 | $654,000 | -38.7% | 5,439 | -39.3% | 0.00% | -40.0% |
| Q3 2016 | $1,067,000 | -23.1% | 8,965 | -29.9% | 0.01% | -28.6% |
| Q1 2016 | $1,387,000 | +34.1% | 12,781 | +32.3% | 0.01% | +40.0% |
| Q4 2015 | $1,034,000 | -78.8% | 9,664 | -79.3% | 0.01% | -77.3% |
| Q2 2015 | $4,876,000 | +495.4% | 46,585 | +493.7% | 0.02% | +633.3% |
| Q4 2014 | $819,000 | -19.7% | 7,846 | -43.4% | 0.00% | -25.0% |
| Q2 2013 | $1,020,000 | – | 13,855 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| PGIM Custom Harvest LLC | 4,262,531 | $395,605,502 | 16.42% |
| Mendel Capital Management LLC | 118,534 | $11,001,111 | 9.94% |
| Buttonwood Financial Group, LLC | 94,654 | $8,784,756 | 8.76% |
| Pariax, LLC | 29,138 | $2,704,298 | 8.23% |
| Signature Wealth Management Partners, LLC | 73,245 | $6,797,934 | 6.31% |
| Stonebridge Financial Planning Group, LLC | 88,217 | $8,187,453 | 5.28% |
| EWG Elevate Inc. | 126,857 | $11,773,623 | 5.02% |
| Quantitative Advantage, LLC | 356,495 | $33,086,311 | 4.80% |
| West Wealth Group, LLC | 96,739 | $8,978,305 | 4.16% |
| COTTONWOOD CAPITAL ADVISORS, LLC | 46,688 | $4,333,103 | 3.99% |