ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 248 filers reported holding ISHARES TR in Q4 2016. The put-call ratio across all filers is 2.42 and the average weighting 0.4%.
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 ↓ |
|---|---|---|---|
| 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% |