ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 173 filers reported holding ISHARES TR in Q4 2013. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $7,000 | -75.0% | 100 | -71.4% | 0.00% | -66.7% |
| Q2 2022 | $28,000 | -46.2% | 350 | -30.0% | 0.01% | -40.0% |
| Q1 2022 | $52,000 | -24.6% | 500 | -16.7% | 0.01% | -23.1% |
| Q4 2021 | $69,000 | +13.1% | 600 | 0.0% | 0.01% | +8.3% |
| Q3 2021 | $61,000 | +1.7% | 600 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $60,000 | +13.2% | 600 | 0.0% | 0.01% | +20.0% |
| Q1 2021 | $53,000 | +3.9% | 600 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $51,000 | +13.3% | 600 | +300.0% | 0.01% | -9.1% |
| Q3 2020 | $45,000 | +12.5% | 150 | 0.0% | 0.01% | +37.5% |
| Q2 2020 | $40,000 | +29.0% | 150 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $31,000 | -11.4% | 150 | 0.0% | 0.01% | +33.3% |
| Q4 2019 | $35,000 | +12.9% | 150 | 0.0% | 0.01% | +20.0% |
| Q3 2019 | $31,000 | +3.3% | 150 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $30,000 | -69.7% | 150 | -84.0% | 0.01% | +66.7% |
| Q2 2016 | $99,000 | +4.2% | 938 | 0.0% | 0.00% | +50.0% |
| Q3 2014 | $95,000 | +1.1% | 938 | -3.8% | 0.00% | -33.3% |
| Q2 2014 | $94,000 | +5.6% | 975 | 0.0% | 0.00% | 0.0% |
| Q1 2014 | $89,000 | +3.5% | 975 | 0.0% | 0.00% | 0.0% |
| Q4 2013 | $86,000 | +11.7% | 975 | 0.0% | 0.00% | 0.0% |
| Q3 2013 | $77,000 | +6.9% | 975 | 0.0% | 0.00% | 0.0% |
| Q2 2013 | $72,000 | – | 975 | – | 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% |