ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 143 filers reported holding ISHARES TR in Q2 2013. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2017 | $202,000 | -27.9% | 1,443 | -30.2% | 0.01% | -36.8% |
| Q1 2017 | $280,000 | +9.8% | 2,068 | -2.8% | 0.02% | 0.0% |
| Q4 2016 | $255,000 | -2.3% | 2,128 | -2.7% | 0.02% | -5.0% |
| Q3 2016 | $261,000 | +9.7% | 2,188 | +1.0% | 0.02% | -9.1% |
| Q1 2016 | $238,000 | +12.3% | 2,166 | +1.2% | 0.02% | -8.3% |
| Q3 2015 | $212,000 | -4.5% | 2,140 | -0.1% | 0.02% | -7.7% |
| Q2 2015 | $222,000 | -3.5% | 2,142 | -3.4% | 0.03% | -7.1% |
| Q1 2015 | $230,000 | +0.4% | 2,218 | 0.0% | 0.03% | -6.7% |
| Q4 2014 | $229,000 | -14.6% | 2,218 | -16.6% | 0.03% | -16.7% |
| Q3 2014 | $268,000 | +14.5% | 2,660 | +10.7% | 0.04% | +5.9% |
| Q2 2014 | $234,000 | +4.5% | 2,402 | -7.4% | 0.03% | -17.1% |
| Q1 2014 | $224,000 | -82.4% | 2,595 | -82.0% | 0.04% | -82.0% |
| Q4 2013 | $1,274,000 | -39.5% | 14,393 | -46.2% | 0.23% | -54.3% |
| Q3 2013 | $2,106,000 | +25.4% | 26,761 | +17.6% | 0.50% | +37.8% |
| Q2 2013 | $1,679,000 | – | 22,749 | – | 0.36% | – |
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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% |