ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 260 filers reported holding ISHARES TR in Q2 2017. The put-call ratio across all filers is 0.64 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $508,320 | -89.6% | 5,477 | -91.7% | 0.02% | -89.9% |
| Q4 2022 | $4,905,887 | +1322.0% | 65,860 | +1300.1% | 0.21% | +1050.0% |
| Q3 2022 | $345,000 | -11.1% | 4,704 | -3.1% | 0.02% | -10.0% |
| Q2 2022 | $388,000 | -31.2% | 4,852 | -11.4% | 0.02% | -31.0% |
| Q1 2022 | $564,000 | -91.2% | 5,478 | -90.2% | 0.03% | -90.1% |
| Q4 2021 | $6,430,000 | -62.1% | 55,998 | -66.6% | 0.29% | -60.2% |
| Q3 2021 | $16,965,000 | -1.2% | 167,541 | -3.1% | 0.74% | -0.9% |
| Q2 2021 | $17,179,000 | +10.4% | 172,825 | -2.6% | 0.74% | -0.4% |
| Q1 2021 | $15,561,000 | -2.1% | 177,431 | -5.0% | 0.75% | -9.4% |
| Q4 2020 | $15,898,000 | +6.2% | 186,863 | +275.7% | 0.83% | -13.8% |
| Q3 2020 | $14,973,000 | +5.2% | 49,734 | -5.7% | 0.96% | -3.1% |
| Q2 2020 | $14,229,000 | -6.3% | 52,740 | -29.0% | 0.99% | -28.7% |
| Q1 2020 | $15,193,000 | -17.5% | 74,334 | -6.1% | 1.39% | +15.0% |
| Q4 2019 | $18,412,000 | +9.4% | 79,156 | -4.0% | 1.21% | +0.6% |
| Q3 2019 | $16,833,000 | -5.2% | 82,430 | -8.1% | 1.20% | -11.0% |
| Q2 2019 | $17,752,000 | +8.6% | 89,708 | +4.6% | 1.35% | +5.2% |
| Q1 2019 | $16,339,000 | +806.2% | 85,724 | +660.3% | 1.28% | +627.8% |
| Q4 2018 | $1,803,000 | -87.2% | 11,275 | -84.5% | 0.18% | -84.4% |
| Q3 2018 | $14,085,000 | +24.1% | 72,595 | +14.0% | 1.13% | +12.4% |
| Q2 2018 | $11,354,000 | -45.4% | 63,688 | -48.5% | 1.00% | -50.2% |
| Q1 2018 | $20,802,000 | +10.8% | 123,666 | +7.2% | 2.02% | +11.2% |
| Q4 2017 | $18,770,000 | +13.0% | 115,315 | +4.1% | 1.81% | +2.6% |
| Q3 2017 | $16,613,000 | +15.1% | 110,813 | +7.3% | 1.77% | +9.7% |
| Q2 2017 | $14,432,000 | +13.3% | 103,290 | +9.6% | 1.61% | +15.4% |
| Q1 2017 | $12,733,000 | +36.3% | 94,203 | +21.3% | 1.40% | +28.8% |
| Q4 2016 | $9,340,000 | +11.2% | 77,671 | +10.1% | 1.08% | -3.6% |
| Q3 2016 | $8,397,000 | – | 70,561 | – | 1.12% | – |
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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% |