ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 387 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is 0.30 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $19,000 | +5.6% | 165 | -8.3% | 0.00% | -50.0% |
| Q3 2021 | $18,000 | 0.0% | 180 | 0.0% | 0.00% | +100.0% |
| Q2 2021 | $18,000 | +12.5% | 180 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $16,000 | +6.7% | 180 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $15,000 | +7.1% | 180 | +300.0% | 0.00% | 0.0% |
| Q3 2020 | $14,000 | +16.7% | 45 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $12,000 | +33.3% | 45 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $9,000 | -10.0% | 45 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $10,000 | -80.8% | 45 | -82.4% | 0.00% | -83.3% |
| Q3 2019 | $52,000 | -20.0% | 256 | -21.5% | 0.01% | -25.0% |
| Q2 2019 | $65,000 | +4.8% | 326 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $62,000 | +244.4% | 326 | +183.5% | 0.01% | +166.7% |
| Q4 2018 | $18,000 | -21.7% | 115 | -4.2% | 0.00% | 0.0% |
| Q3 2018 | $23,000 | +155.6% | 120 | +140.0% | 0.00% | +200.0% |
| Q2 2018 | $9,000 | +12.5% | 50 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $8,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $8,000 | +14.3% | 50 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $7,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $7,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $7,000 | +16.7% | 50 | 0.0% | 0.00% | 0.0% |
| Q4 2016 | $6,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $6,000 | +20.0% | 50 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $5,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% |
| Q1 2016 | $5,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% |
| Q4 2015 | $5,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% |
| Q3 2015 | $5,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% |
| Q2 2015 | $5,000 | -75.0% | 50 | -74.2% | 0.00% | -75.0% |
| Q1 2015 | $20,000 | 0.0% | 194 | 0.0% | 0.00% | -20.0% |
| Q4 2014 | $20,000 | 0.0% | 194 | 0.0% | 0.01% | 0.0% |
| Q3 2014 | $20,000 | -25.9% | 194 | -28.4% | 0.01% | -16.7% |
| Q2 2014 | $27,000 | +8.0% | 271 | 0.0% | 0.01% | 0.0% |
| Q1 2014 | $25,000 | +4.2% | 271 | +1.9% | 0.01% | 0.0% |
| Q4 2013 | $24,000 | +500.0% | 266 | +432.0% | 0.01% | +500.0% |
| Q3 2013 | $4,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% |
| Q2 2013 | $4,000 | – | 50 | – | 0.00% | – |
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% |