ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 212 filers reported holding ISHARES TR in Q3 2014. The put-call ratio across all filers is 0.25 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2017 | $1,397,000 | -48.5% | 8,581 | -52.6% | 0.16% | -51.6% |
| Q3 2017 | $2,713,000 | +120.9% | 18,094 | +105.9% | 0.34% | +113.2% |
| Q2 2017 | $1,228,000 | -18.9% | 8,787 | -30.3% | 0.16% | -30.6% |
| Q4 2016 | $1,515,000 | -88.8% | 12,598 | -90.2% | 0.23% | -88.3% |
| Q3 2015 | $13,484,000 | 0.0% | 128,468 | 0.0% | 1.95% | 0.0% |
| Q2 2015 | $13,484,000 | -68.3% | 128,468 | -68.3% | 1.95% | +31.7% |
| Q1 2015 | $42,511,000 | +22.6% | 405,017 | +21.9% | 1.48% | -11.2% |
| Q4 2014 | $34,684,000 | +9.2% | 332,221 | +5.4% | 1.67% | -19.6% |
| Q3 2014 | $31,761,000 | +18.3% | 315,210 | +13.8% | 2.08% | +9.1% |
| Q2 2014 | $26,841,000 | -25.7% | 277,059 | -30.2% | 1.90% | -35.9% |
| Q1 2014 | $36,130,000 | +33.2% | 396,770 | +29.4% | 2.97% | +32.9% |
| Q4 2013 | $27,122,000 | -28.8% | 306,673 | -36.6% | 2.23% | -34.1% |
| Q3 2013 | $38,118,000 | +121.7% | 483,733 | +107.2% | 3.38% | +113.0% |
| Q2 2013 | $17,192,000 | – | 233,494 | – | 1.59% | – |
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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% |