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 | ||||
---|---|---|---|---|---|---|
Q3 2023 | $573,283 | -3.6% | 5,464 | 0.0% | 0.01% | -11.1% |
Q2 2023 | $594,866 | +17.3% | 5,464 | 0.0% | 0.01% | 0.0% |
Q1 2023 | $507,114 | +24.6% | 5,464 | 0.0% | 0.01% | +28.6% |
Q4 2022 | $407,013 | +1.5% | 5,464 | 0.0% | 0.01% | 0.0% |
Q3 2022 | $401,000 | -8.2% | 5,464 | 0.0% | 0.01% | 0.0% |
Q2 2022 | $437,000 | -22.4% | 5,464 | 0.0% | 0.01% | -12.5% |
Q1 2022 | $563,000 | -10.2% | 5,464 | 0.0% | 0.01% | 0.0% |
Q4 2021 | $627,000 | +13.4% | 5,464 | 0.0% | 0.01% | 0.0% |
Q3 2021 | $553,000 | +1.8% | 5,464 | 0.0% | 0.01% | +14.3% |
Q2 2021 | $543,000 | +13.4% | 5,464 | 0.0% | 0.01% | 0.0% |
Q1 2021 | $479,000 | +3.0% | 5,464 | 0.0% | 0.01% | -12.5% |
Q4 2020 | $465,000 | +13.1% | 5,464 | +300.0% | 0.01% | 0.0% |
Q3 2020 | $411,000 | +11.4% | 1,366 | 0.0% | 0.01% | 0.0% |
Q2 2020 | $369,000 | +32.3% | 1,366 | 0.0% | 0.01% | 0.0% |
Q1 2020 | $279,000 | -12.3% | 1,366 | 0.0% | 0.01% | 0.0% |
Q4 2019 | $318,000 | +14.0% | 1,366 | 0.0% | 0.01% | +14.3% |
Q3 2019 | $279,000 | +3.3% | 1,366 | 0.0% | 0.01% | -12.5% |
Q2 2019 | $270,000 | +3.8% | 1,366 | 0.0% | 0.01% | 0.0% |
Q1 2019 | $260,000 | +18.7% | 1,366 | -32.3% | 0.01% | -52.9% |
Q1 2016 | $219,000 | – | 2,017 | – | 0.02% | – |
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% |