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 | ||||
|---|---|---|---|---|---|---|
| Q4 2016 | $3,982,000 | +55.1% | 33,117 | +53.5% | 0.13% | +47.7% |
| Q3 2016 | $2,568,000 | +60.2% | 21,579 | +41.7% | 0.09% | +51.7% |
| Q2 2016 | $1,603,000 | +38.9% | 15,228 | +43.2% | 0.06% | +20.8% |
| Q1 2016 | $1,154,000 | -21.4% | 10,632 | -22.5% | 0.05% | -28.4% |
| Q4 2015 | $1,468,000 | +96.3% | 13,714 | +81.4% | 0.07% | +13.6% |
| Q3 2015 | $748,000 | -9.8% | 7,562 | -4.5% | 0.06% | 0.0% |
| Q2 2015 | $829,000 | +36.6% | 7,919 | +36.9% | 0.06% | +40.5% |
| Q1 2015 | $607,000 | +121.5% | 5,783 | +120.6% | 0.04% | +40.0% |
| Q4 2014 | $274,000 | +97.1% | 2,621 | +89.5% | 0.03% | +76.5% |
| Q3 2014 | $139,000 | +35.0% | 1,383 | +29.5% | 0.02% | +21.4% |
| Q2 2014 | $103,000 | -59.4% | 1,068 | -61.7% | 0.01% | -22.2% |
| Q1 2014 | $254,000 | +63.9% | 2,786 | +58.9% | 0.02% | -25.0% |
| Q4 2013 | $155,000 | +10.7% | 1,753 | -1.4% | 0.02% | 0.0% |
| Q3 2013 | $140,000 | +9.4% | 1,778 | +1.9% | 0.02% | -7.7% |
| Q2 2013 | $128,000 | – | 1,744 | – | 0.03% | – |
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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% |