ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 496 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is 0.89 and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2022 | $217,000 | -8.4% | 2,964 | 0.0% | 0.02% | -5.3% |
Q2 2022 | $237,000 | -22.3% | 2,964 | 0.0% | 0.02% | 0.0% |
Q1 2022 | $305,000 | -10.3% | 2,964 | 0.0% | 0.02% | +5.6% |
Q4 2021 | $340,000 | +13.3% | 2,964 | 0.0% | 0.02% | 0.0% |
Q3 2021 | $300,000 | +1.7% | 2,964 | 0.0% | 0.02% | 0.0% |
Q2 2021 | $295,000 | +13.5% | 2,964 | 0.0% | 0.02% | +5.9% |
Q1 2021 | $260,000 | +3.2% | 2,964 | 0.0% | 0.02% | -5.6% |
Q4 2020 | $252,000 | +13.0% | 2,964 | +300.0% | 0.02% | 0.0% |
Q3 2020 | $223,000 | -83.1% | 741 | -89.1% | 0.02% | -89.5% |
Q3 2018 | $1,319,000 | +6.3% | 6,796 | -2.4% | 0.17% | -0.6% |
Q2 2018 | $1,241,000 | +8.3% | 6,963 | +2.2% | 0.17% | +4.8% |
Q1 2018 | $1,146,000 | +20.9% | 6,811 | +17.0% | 0.16% | +17.9% |
Q4 2017 | $948,000 | +70.2% | 5,823 | +56.9% | 0.14% | +62.8% |
Q3 2017 | $557,000 | +16.5% | 3,712 | +8.5% | 0.09% | +24.6% |
Q2 2017 | $478,000 | +6.7% | 3,420 | +3.2% | 0.07% | +3.0% |
Q1 2017 | $448,000 | +37.0% | 3,315 | +22.0% | 0.07% | +34.0% |
Q4 2016 | $327,000 | – | 2,718 | – | 0.05% | – |
Download |
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% |