ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 276 filers reported holding ISHARES TR in Q3 2017. The put-call ratio across all filers is 0.37 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 ↓ |
---|---|---|---|
PGIM Custom Harvest LLC | 4,311,874 | $452,401,820 | 16.70% |
Mendel Capital Management LLC | 110,028 | $11,544,182 | 9.48% |
First Citizens Financial Corp | 103,824 | $10,893,214 | 7.68% |
Signature Wealth Management Partners, LLC | 64,359 | $6,752,580 | 6.60% |
Stonebridge Financial Planning Group, LLC | 84,401 | $8,855,318 | 5.68% |
Buttonwood Financial Group, LLC | 75,107 | $7,761,044 | 5.66% |
COTTONWOOD CAPITAL ADVISORS, LLC | 43,767 | $4,592,068 | 4.29% |
Commonwealth Financial Services, LLC | 117,067 | $12,282,668 | 3.65% |
Pariax, LLC | 10,949 | $1,148,769 | 3.58% |
Parker Investment Management, LLC | 153,117 | $16,065,036 | 3.47% |