ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 337 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is 0.41 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $553,000 | +13.6% | 4,812 | 0.0% | 0.10% | +41.2% |
| Q3 2021 | $487,000 | +1.9% | 4,812 | 0.0% | 0.07% | -4.2% |
| Q2 2021 | $478,000 | +13.3% | 4,812 | 0.0% | 0.07% | -5.3% |
| Q1 2021 | $422,000 | +3.2% | 4,812 | 0.0% | 0.08% | -10.7% |
| Q4 2020 | $409,000 | +13.0% | 4,812 | +300.0% | 0.08% | -8.7% |
| Q3 2020 | $362,000 | +11.4% | 1,203 | 0.0% | 0.09% | -15.6% |
| Q2 2020 | $325,000 | +32.1% | 1,203 | 0.0% | 0.11% | +5.8% |
| Q1 2020 | $246,000 | -12.1% | 1,203 | 0.0% | 0.10% | +12.0% |
| Q4 2019 | $280,000 | +13.8% | 1,203 | 0.0% | 0.09% | +55.9% |
| Q3 2019 | $246,000 | +3.4% | 1,203 | 0.0% | 0.06% | +5.4% |
| Q2 2019 | $238,000 | -81.7% | 1,203 | -85.3% | 0.06% | -81.9% |
| Q1 2019 | $1,300,000 | +457.9% | 8,205 | +582.0% | 0.31% | +494.2% |
| Q3 2018 | $233,000 | +8.9% | 1,203 | 0.0% | 0.05% | +4.0% |
| Q2 2018 | $214,000 | +5.9% | 1,203 | 0.0% | 0.05% | +11.1% |
| Q1 2018 | $202,000 | – | 1,203 | – | 0.04% | – |
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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% |