ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 809 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 1.51 and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2019 | $210,000 | -1.4% | 1,100 | 0.0% | 0.06% | 0.0% |
Q3 2018 | $213,000 | -0.5% | 1,100 | -8.3% | 0.06% | -4.9% |
Q2 2018 | $214,000 | -20.4% | 1,200 | -25.0% | 0.06% | -20.8% |
Q1 2018 | $269,000 | -8.2% | 1,600 | -11.1% | 0.08% | -8.3% |
Q4 2017 | $293,000 | +2.8% | 1,800 | -5.3% | 0.08% | +5.0% |
Q3 2017 | $285,000 | -21.9% | 1,900 | -27.3% | 0.08% | -20.0% |
Q2 2017 | $365,000 | +3.4% | 2,615 | 0.0% | 0.10% | 0.0% |
Q1 2017 | $353,000 | +12.4% | 2,615 | 0.0% | 0.10% | +6.4% |
Q4 2016 | $314,000 | +1.0% | 2,615 | 0.0% | 0.09% | -9.6% |
Q3 2016 | $311,000 | +13.1% | 2,615 | 0.0% | 0.10% | +13.0% |
Q2 2016 | $275,000 | – | 2,615 | – | 0.09% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Mendel Capital Management LLC | 132,889 | $10,624,000 | 11.89% |
Pariax, LLC | 83,514 | $6,677,000 | 7.38% |
Signature Wealth Management Partners, LLC | 82,125 | $6,566,000 | 6.72% |
First Citizens Financial Corp | 86,847 | $6,943,000 | 6.12% |
Stonebridge Financial Planning Group, LLC | 98,231 | $7,854,000 | 5.33% |
Quantitative Advantage, LLC | 367,374 | $29,372,000 | 5.10% |
Danda Trouve Investment Management, Inc. | 30,886 | $2,469,000 | 3.80% |
Portfolio Strategies, Inc. | 195,178 | $15,651,000 | 3.65% |
COTTONWOOD CAPITAL ADVISORS, LLC | 48,315 | $3,863,000 | 3.49% |
HC Advisors, LLC | 55,204 | $4,414,000 | 3.14% |