ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 260 filers reported holding ISHARES TR in Q2 2017. The put-call ratio across all filers is 0.64 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,983 | -8.6% | 28,433 | -5.1% | 0.01% | 0.0% |
| Q2 2023 | $3,262 | +13.8% | 29,963 | -3.0% | 0.01% | 0.0% |
| Q1 2023 | $2,866 | +21.8% | 30,876 | -2.3% | 0.01% | +25.0% |
| Q4 2022 | $2,354 | -99.9% | 31,605 | +13.3% | 0.01% | 0.0% |
| Q3 2022 | $2,046,000 | -9.3% | 27,888 | -1.2% | 0.01% | 0.0% |
| Q2 2022 | $2,256,000 | -23.5% | 28,220 | -1.4% | 0.01% | -11.1% |
| Q1 2022 | $2,950,000 | -17.4% | 28,631 | -7.9% | 0.01% | -10.0% |
| Q4 2021 | $3,570,000 | +4.7% | 31,094 | -7.6% | 0.01% | -9.1% |
| Q3 2021 | $3,409,000 | +1.4% | 33,661 | -0.5% | 0.01% | +22.2% |
| Q2 2021 | $3,363,000 | +9.9% | 33,831 | -3.0% | 0.01% | 0.0% |
| Q1 2021 | $3,059,000 | +12.4% | 34,878 | +9.1% | 0.01% | 0.0% |
| Q4 2020 | $2,721,000 | +7.3% | 31,978 | +279.7% | 0.01% | -18.2% |
| Q3 2020 | $2,536,000 | +10.2% | 8,422 | -1.3% | 0.01% | +10.0% |
| Q2 2020 | $2,302,000 | +25.9% | 8,532 | -4.6% | 0.01% | +11.1% |
| Q1 2020 | $1,828,000 | -17.1% | 8,943 | -5.7% | 0.01% | 0.0% |
| Q4 2019 | $2,206,000 | +8.7% | 9,484 | -4.6% | 0.01% | 0.0% |
| Q3 2019 | $2,030,000 | +12.8% | 9,941 | +9.4% | 0.01% | +12.5% |
| Q2 2019 | $1,799,000 | -45.6% | 9,089 | -47.6% | 0.01% | -46.7% |
| Q1 2019 | $3,308,000 | +79.2% | 17,354 | +50.4% | 0.02% | +66.7% |
| Q4 2018 | $1,846,000 | -58.7% | 11,542 | -49.9% | 0.01% | -52.6% |
| Q3 2018 | $4,474,000 | -7.0% | 23,059 | -14.6% | 0.02% | -9.5% |
| Q2 2018 | $4,813,000 | +31.7% | 26,997 | +24.3% | 0.02% | +40.0% |
| Q1 2018 | $3,654,000 | -2.1% | 21,720 | -18.7% | 0.02% | -6.2% |
| Q2 2017 | $3,731,000 | +6.8% | 26,703 | +3.3% | 0.02% | +45.5% |
| Q1 2017 | $3,494,000 | +22.0% | 25,847 | +8.5% | 0.01% | 0.0% |
| Q4 2016 | $2,865,000 | +45.9% | 23,824 | +44.4% | 0.01% | +37.5% |
| Q3 2016 | $1,964,000 | +50.7% | 16,504 | +33.3% | 0.01% | +33.3% |
| Q2 2016 | $1,303,000 | +23.9% | 12,379 | +27.7% | 0.01% | +20.0% |
| Q1 2016 | $1,052,000 | +16.8% | 9,695 | +15.2% | 0.01% | 0.0% |
| Q4 2015 | $901,000 | +42.1% | 8,419 | +31.3% | 0.01% | +66.7% |
| Q3 2015 | $634,000 | -13.2% | 6,412 | -8.1% | 0.00% | 0.0% |
| Q2 2015 | $730,000 | +37.5% | 6,978 | +37.9% | 0.00% | +50.0% |
| Q1 2015 | $531,000 | -0.2% | 5,061 | -0.7% | 0.00% | 0.0% |
| Q4 2014 | $532,000 | +24.3% | 5,095 | +19.9% | 0.00% | 0.0% |
| Q3 2014 | $428,000 | -62.8% | 4,250 | -64.2% | 0.00% | -50.0% |
| Q2 2014 | $1,151,000 | +11.5% | 11,878 | +4.8% | 0.00% | 0.0% |
| Q1 2014 | $1,032,000 | – | 11,335 | – | 0.00% | – |
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% |