ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 242 filers reported holding ISHARES TR in Q4 2014. The put-call ratio across all filers is 2.24 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2014 | $42,878,000 | +31.6% | 410,709 | +27.0% | 0.76% | +25.9% |
| Q3 2014 | $32,592,000 | -7.1% | 323,465 | -10.7% | 0.60% | -4.1% |
| Q2 2014 | $35,098,000 | -35.9% | 362,297 | -39.7% | 0.63% | -40.0% |
| Q1 2014 | $54,725,000 | +2.2% | 600,980 | -0.7% | 1.05% | +19.0% |
| Q4 2013 | $53,541,000 | +28.9% | 605,336 | +14.9% | 0.88% | +11.5% |
| Q3 2013 | $41,529,000 | +63.0% | 527,039 | +52.3% | 0.79% | +44.6% |
| Q2 2013 | $25,477,000 | – | 345,976 | – | 0.54% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Giralda Advisors, LLC | 421,750 | $44,031,000 | 16.29% |
| CINQUE PARTNERS LLC | 208,108 | $21,726,000 | 12.83% |
| Pinnacle Advisory Group, Inc. | 856,149 | $89,382,000 | 8.10% |
| Transamerica Financial Advisors, Inc. | 844,901 | $88,208,000 | 6.93% |
| PACIFIC FINANCIAL GROUP INC | 189,007 | $19,732,000 | 5.84% |
| US FINANCIAL ADVISORS, LLC | 60,751 | $6,342,000 | 5.66% |
| Prospera Financial Services Inc | 202,633 | $21,155,000 | 5.27% |
| Manifold Partners, LLC | 42,615 | $4,449,000 | 4.51% |
| HT Partners LLC | 65,382 | $6,826,000 | 4.30% |
| Advisors Preferred, LLC | 79,662 | $8,316,712,000 | 3.91% |