ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 242 filers reported holding ISHARES TR in Q4 2014. The put-call ratio across all filers is 2.24 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $3,783,000 | +9.6% | 18,554 | +6.3% | 0.04% | +12.9% |
| Q2 2019 | $3,453,000 | +0.6% | 17,452 | -3.1% | 0.03% | -6.1% |
| Q1 2019 | $3,433,000 | +19.8% | 18,012 | +0.5% | 0.03% | +3.1% |
| Q4 2018 | $2,865,000 | +96.9% | 17,915 | +138.9% | 0.03% | +128.6% |
| Q3 2018 | $1,455,000 | +7.5% | 7,500 | -1.2% | 0.01% | 0.0% |
| Q2 2018 | $1,353,000 | +8.9% | 7,594 | +2.8% | 0.01% | 0.0% |
| Q1 2018 | $1,242,000 | +0.1% | 7,387 | -3.1% | 0.01% | -12.5% |
| Q4 2017 | $1,241,000 | +4.6% | 7,626 | -3.6% | 0.02% | 0.0% |
| Q3 2017 | $1,186,000 | +8.0% | 7,912 | +0.6% | 0.02% | 0.0% |
| Q2 2017 | $1,098,000 | -9.4% | 7,863 | -12.3% | 0.02% | -5.9% |
| Q1 2017 | $1,212,000 | +44.1% | 8,970 | +26.8% | 0.02% | +41.7% |
| Q4 2016 | $841,000 | 0.0% | 7,072 | 0.0% | 0.01% | -7.7% |
| Q3 2016 | $841,000 | +7.3% | 7,072 | -5.1% | 0.01% | +8.3% |
| Q2 2016 | $784,000 | -25.3% | 7,453 | -23.0% | 0.01% | -29.4% |
| Q1 2016 | $1,050,000 | +31.9% | 9,683 | +30.1% | 0.02% | 0.0% |
| Q4 2015 | $796,000 | +5.9% | 7,444 | -2.1% | 0.02% | 0.0% |
| Q3 2015 | $752,000 | +13.9% | 7,604 | +20.5% | 0.02% | +21.4% |
| Q2 2015 | $660,000 | -92.5% | 6,308 | -24.6% | 0.01% | -26.3% |
| Q1 2015 | $8,779,000 | -91.6% | 8,365 | -91.6% | 0.02% | -91.9% |
| Q4 2014 | $103,921,000 | +1.2% | 99,541 | -2.3% | 0.23% | -2.5% |
| Q3 2014 | $102,688,000 | +9.8% | 101,914 | +5.6% | 0.24% | +7.6% |
| Q2 2014 | $93,482,000 | -49.8% | 96,493 | -52.8% | 0.22% | -53.6% |
| Q1 2014 | $186,058,000 | +63.6% | 204,325 | +58.9% | 0.48% | +53.2% |
| Q4 2013 | $113,750,000 | +19.1% | 128,619 | +6.1% | 0.31% | +6.1% |
| Q3 2013 | $95,541,000 | +25.4% | 121,246 | +17.1% | 0.30% | +18.9% |
| Q2 2013 | $76,214,000 | – | 103,510 | – | 0.25% | – |
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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% |