ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 202 filers reported holding ISHARES TR in Q2 2014. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $256,844 | -96.9% | 2,448 | -96.9% | 0.00% | -99.6% |
| Q4 2014 | $8,233,000 | -13.3% | 78,860 | -16.3% | 0.75% | -8.4% |
| Q3 2014 | $9,494,000 | -14.7% | 94,220 | -18.0% | 0.82% | -11.3% |
| Q2 2014 | $11,136,000 | +4.0% | 114,947 | -2.3% | 0.93% | +0.5% |
| Q1 2014 | $10,710,000 | – | 117,610 | – | 0.92% | – |
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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% |