ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 496 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is 0.89 and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $958,247 | +7.6% | 9,133 | +11.7% | 0.07% | +12.7% |
Q2 2023 | $890,286 | -75.2% | 8,178 | -78.9% | 0.06% | -75.4% |
Q1 2023 | $3,593,128 | +419.8% | 38,715 | +317.2% | 0.26% | +383.0% |
Q4 2022 | $691,289 | -7.6% | 9,280 | -8.9% | 0.05% | -14.5% |
Q3 2022 | $748,000 | -5.9% | 10,191 | +2.5% | 0.06% | -1.6% |
Q2 2022 | $795,000 | -1.4% | 9,945 | +27.1% | 0.06% | +16.7% |
Q1 2022 | $806,000 | -67.7% | 7,824 | -64.0% | 0.05% | -66.7% |
Q4 2021 | $2,496,000 | +176.1% | 21,741 | +139.1% | 0.16% | +128.2% |
Q2 2021 | $904,000 | +7.9% | 9,094 | -4.9% | 0.07% | -12.3% |
Q1 2021 | $838,000 | +6.2% | 9,558 | +3.1% | 0.08% | -1.2% |
Q4 2020 | $789,000 | -28.1% | 9,274 | +154.5% | 0.08% | -2.4% |
Q3 2020 | $1,097,000 | +175.6% | 3,644 | +113.1% | 0.08% | +68.0% |
Q4 2019 | $398,000 | – | 1,710 | – | 0.05% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Mendel Capital Management LLC | 132,889 | $10,624,000 | 11.89% |
Pariax, LLC | 83,514 | $6,677,000 | 7.38% |
Signature Wealth Management Partners, LLC | 82,125 | $6,566,000 | 6.72% |
First Citizens Financial Corp | 86,847 | $6,943,000 | 6.12% |
Stonebridge Financial Planning Group, LLC | 98,231 | $7,854,000 | 5.33% |
Quantitative Advantage, LLC | 367,374 | $29,372,000 | 5.10% |
Danda Trouve Investment Management, Inc. | 30,886 | $2,469,000 | 3.80% |
Portfolio Strategies, Inc. | 195,178 | $15,651,000 | 3.65% |
COTTONWOOD CAPITAL ADVISORS, LLC | 48,315 | $3,863,000 | 3.49% |
HC Advisors, LLC | 55,204 | $4,414,000 | 3.14% |