ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 448 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is 0.48 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $394,000 | +13.9% | 1,693 | 0.0% | 0.03% | 0.0% |
| Q3 2019 | $346,000 | +3.3% | 1,693 | 0.0% | 0.03% | 0.0% |
| Q2 2019 | $335,000 | +3.7% | 1,693 | 0.0% | 0.03% | -3.7% |
| Q1 2019 | $323,000 | +10.2% | 1,693 | -7.7% | 0.03% | 0.0% |
| Q4 2018 | $293,000 | +1731.2% | 1,834 | +1229.0% | 0.03% | +800.0% |
| Q3 2016 | $16,000 | +6.7% | 138 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $15,000 | 0.0% | 138 | +0.7% | 0.00% | 0.0% |
| Q1 2016 | $15,000 | 0.0% | 137 | +0.7% | 0.00% | 0.0% |
| Q4 2015 | $15,000 | +15.4% | 136 | 0.0% | 0.00% | 0.0% |
| Q3 2015 | $13,000 | -7.1% | 136 | 0.0% | 0.00% | 0.0% |
| Q2 2015 | $14,000 | 0.0% | 136 | +0.7% | 0.00% | 0.0% |
| Q1 2015 | $14,000 | 0.0% | 135 | 0.0% | 0.00% | 0.0% |
| Q4 2014 | $14,000 | 0.0% | 135 | +0.7% | 0.00% | 0.0% |
| Q3 2014 | $14,000 | +7.7% | 134 | 0.0% | 0.00% | 0.0% |
| Q2 2014 | $13,000 | +8.3% | 134 | 0.0% | 0.00% | 0.0% |
| Q1 2014 | $12,000 | 0.0% | 134 | 0.0% | 0.00% | 0.0% |
| Q4 2013 | $12,000 | +20.0% | 134 | +0.8% | 0.00% | 0.0% |
| Q3 2013 | $10,000 | 0.0% | 133 | +0.8% | 0.00% | 0.0% |
| Q2 2013 | $10,000 | – | 132 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| PGIM Custom Harvest LLC | 4,311,874 | $452,401,820 | 16.70% |
| Mendel Capital Management LLC | 110,028 | $11,544,182 | 9.48% |
| First Citizens Financial Corp | 103,824 | $10,893,214 | 7.68% |
| Signature Wealth Management Partners, LLC | 64,359 | $6,752,580 | 6.60% |
| Stonebridge Financial Planning Group, LLC | 84,401 | $8,855,318 | 5.68% |
| Buttonwood Financial Group, LLC | 75,107 | $7,761,044 | 5.66% |
| COTTONWOOD CAPITAL ADVISORS, LLC | 43,767 | $4,592,068 | 4.29% |
| Commonwealth Financial Services, LLC | 117,067 | $12,282,668 | 3.65% |
| Pariax, LLC | 10,949 | $1,148,769 | 3.58% |
| Parker Investment Management, LLC | 153,117 | $16,065,036 | 3.47% |