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 | ||||
---|---|---|---|---|---|---|
Q2 2023 | $1,053,603 | +17.3% | 9,678 | +0.0% | 0.16% | +10.4% |
Q1 2023 | $897,969 | +24.6% | 9,675 | +0.0% | 0.14% | +20.0% |
Q4 2022 | $720,419 | +1.6% | 9,671 | +0.1% | 0.12% | -3.2% |
Q3 2022 | $709,000 | -30.2% | 9,659 | -2.1% | 0.12% | -15.1% |
Q1 2022 | $1,016,000 | -10.2% | 9,863 | +0.0% | 0.15% | -4.6% |
Q4 2021 | $1,132,000 | +13.4% | 9,861 | +0.1% | 0.15% | +5.5% |
Q3 2021 | $998,000 | +6.5% | 9,855 | +4.5% | 0.14% | +7.4% |
Q2 2021 | $937,000 | +13.4% | 9,427 | +0.0% | 0.14% | +4.7% |
Q1 2021 | $826,000 | +3.0% | 9,424 | 0.0% | 0.13% | -12.8% |
Q4 2020 | $802,000 | +10.0% | 9,424 | +289.3% | 0.15% | -8.1% |
Q3 2020 | $729,000 | +11.6% | 2,421 | 0.0% | 0.16% | +7.3% |
Q2 2020 | $653,000 | +31.9% | 2,421 | 0.0% | 0.15% | +10.3% |
Q1 2020 | $495,000 | -14.9% | 2,421 | -3.2% | 0.14% | +7.9% |
Q4 2019 | $582,000 | +13.9% | 2,502 | 0.0% | 0.13% | +5.9% |
Q3 2019 | $511,000 | -8.3% | 2,502 | -11.1% | 0.12% | +14.4% |
Q2 2019 | $557,000 | +0.9% | 2,813 | -2.9% | 0.10% | +10.6% |
Q1 2019 | $552,000 | +6.6% | 2,897 | -10.5% | 0.09% | -5.1% |
Q4 2018 | $518,000 | -18.6% | 3,236 | -1.2% | 0.10% | -4.8% |
Q3 2018 | $636,000 | +8.9% | 3,276 | 0.0% | 0.10% | 0.0% |
Q2 2018 | $584,000 | +6.0% | 3,276 | 0.0% | 0.10% | -3.7% |
Q1 2018 | $551,000 | +1.5% | 3,276 | -1.8% | 0.11% | +18.7% |
Q4 2017 | $543,000 | +8.6% | 3,336 | 0.0% | 0.09% | +2.2% |
Q3 2017 | $500,000 | +0.2% | 3,336 | -6.7% | 0.09% | 0.0% |
Q2 2017 | $499,000 | -2.2% | 3,575 | -5.3% | 0.09% | -1.1% |
Q1 2017 | $510,000 | +0.8% | 3,775 | -10.3% | 0.09% | -24.4% |
Q4 2016 | $506,000 | +1.0% | 4,208 | 0.0% | 0.12% | -11.2% |
Q3 2016 | $501,000 | +13.1% | 4,208 | 0.0% | 0.13% | +7.2% |
Q2 2016 | $443,000 | -4.5% | 4,208 | -1.6% | 0.12% | -24.7% |
Q1 2016 | $464,000 | +1.3% | 4,277 | -0.1% | 0.17% | -9.3% |
Q4 2015 | $458,000 | +8.3% | 4,281 | 0.0% | 0.18% | +2.2% |
Q3 2015 | $423,000 | -13.0% | 4,281 | -7.9% | 0.18% | +2.3% |
Q2 2015 | $486,000 | -0.4% | 4,646 | -0.2% | 0.18% | -7.4% |
Q1 2015 | $488,000 | -14.1% | 4,653 | -14.5% | 0.19% | -23.8% |
Q4 2014 | $568,000 | +10.5% | 5,440 | +6.7% | 0.25% | -1.6% |
Q3 2014 | $514,000 | +13.2% | 5,097 | +8.7% | 0.25% | +15.1% |
Q2 2014 | $454,000 | +3.2% | 4,689 | -3.0% | 0.22% | -16.7% |
Q1 2014 | $440,000 | +94.7% | 4,836 | +88.9% | 0.26% | +99.2% |
Q4 2013 | $226,000 | +30.6% | 2,560 | +16.6% | 0.13% | +17.9% |
Q3 2013 | $173,000 | +61.7% | 2,195 | +51.4% | 0.11% | +41.8% |
Q2 2013 | $107,000 | – | 1,450 | – | 0.08% | – |
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% |