ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 559 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 0.47 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $3,469,000 | +13.7% | 30,006 | 0.0% | 0.27% | +4.2% |
| Q3 2021 | $3,051,000 | +6.0% | 30,006 | +4.0% | 0.26% | +4.4% |
| Q2 2021 | $2,879,000 | +16.1% | 28,856 | +0.2% | 0.25% | +7.7% |
| Q1 2021 | $2,480,000 | +5.2% | 28,806 | +3.9% | 0.23% | -3.3% |
| Q4 2020 | $2,358,000 | +13.0% | 27,716 | +300.0% | 0.24% | +1.3% |
| Q3 2020 | $2,086,000 | +13.9% | 6,929 | 0.0% | 0.24% | -10.9% |
| Q2 2020 | $1,832,000 | +38.2% | 6,929 | +8.3% | 0.27% | +46.7% |
| Q1 2020 | $1,326,000 | -11.5% | 6,399 | -0.9% | 0.18% | +13.0% |
| Q4 2019 | $1,498,000 | +7.9% | 6,454 | -5.9% | 0.16% | +1.9% |
| Q3 2019 | $1,388,000 | +1.5% | 6,859 | -0.8% | 0.16% | +0.6% |
| Q2 2019 | $1,368,000 | +3.3% | 6,915 | -0.4% | 0.16% | +0.6% |
| Q1 2019 | $1,324,000 | +4.0% | 6,945 | -12.8% | 0.16% | -6.6% |
| Q4 2018 | $1,273,000 | -1.8% | 7,960 | +19.2% | 0.17% | +10.6% |
| Q3 2018 | $1,296,000 | -5.1% | 6,680 | -12.7% | 0.15% | -9.6% |
| Q2 2018 | $1,365,000 | -8.0% | 7,655 | -13.3% | 0.17% | -8.2% |
| Q1 2018 | $1,484,000 | -1.3% | 8,825 | -4.4% | 0.18% | -10.3% |
| Q4 2017 | $1,503,000 | +0.3% | 9,235 | -7.6% | 0.20% | -1.0% |
| Q3 2017 | $1,498,000 | +12.5% | 9,995 | +4.8% | 0.20% | +5.1% |
| Q2 2017 | $1,332,000 | +13.7% | 9,535 | +10.0% | 0.20% | +21.1% |
| Q1 2017 | $1,171,000 | -18.9% | 8,665 | -27.8% | 0.16% | -28.8% |
| Q4 2016 | $1,444,000 | +1.6% | 12,005 | +0.5% | 0.23% | +11.9% |
| Q3 2016 | $1,421,000 | +13.0% | 11,945 | 0.0% | 0.20% | +10.4% |
| Q2 2016 | $1,258,000 | -37.3% | 11,945 | -35.3% | 0.18% | -39.4% |
| Q1 2016 | $2,005,000 | +6.8% | 18,475 | +5.3% | 0.30% | +6.0% |
| Q4 2015 | $1,878,000 | +9.1% | 17,550 | +0.8% | 0.28% | +7.5% |
| Q3 2015 | $1,722,000 | +22.0% | 17,415 | +29.1% | 0.26% | +31.8% |
| Q2 2015 | $1,412,000 | +4.1% | 13,490 | +4.4% | 0.20% | +5.2% |
| Q1 2015 | $1,356,000 | +0.5% | 12,920 | 0.0% | 0.19% | +7.9% |
| Q4 2014 | $1,349,000 | – | 12,920 | – | 0.18% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Mendel Capital Management LLC | 138,334 | $15,884,000 | 14.58% |
| Danda Trouve Investment Management, Inc. | 70,944 | $8,146,000 | 9.23% |
| Nauset Wealth Management. LLC | 81,768 | $9,389,000 | 8.95% |
| Signature Wealth Management Partners, LLC | 82,582 | $9,482,000 | 8.04% |
| Pariax, LLC | 72,950 | $8,376,000 | 7.90% |
| First Citizens Financial Corp | 86,837 | $9,971,000 | 7.29% |
| Ciovacco Capital Management LLC | 98,055 | $11,259,000 | 6.79% |
| Quantitative Advantage, LLC | 369,870 | $42,468,000 | 6.56% |
| Stonebridge Financial Planning Group, LLC | 104,933 | $10,707,000 | 5.62% |
| Portfolio Strategies, Inc. | 185,814 | $21,336,000 | 3.98% |