ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 448 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is 0.48 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $109,053 | +1.9% | 1,464 | – | 0.04% | 0.0% |
| Q3 2022 | $107,000 | -8.5% | 0 | -100.0% | 0.04% | +5.1% |
| Q2 2022 | $117,000 | -22.5% | 1,464 | 0.0% | 0.04% | -15.2% |
| Q1 2022 | $151,000 | -57.0% | 1,464 | -57.7% | 0.05% | -57.0% |
| Q3 2021 | $351,000 | +2.0% | 3,464 | 0.0% | 0.11% | +3.9% |
| Q2 2021 | $344,000 | +16.6% | 3,464 | 0.0% | 0.10% | +4.0% |
| Q4 2020 | $295,000 | -28.2% | 3,464 | +153.6% | 0.10% | -36.5% |
| Q3 2020 | $411,000 | +47.3% | 1,366 | 0.0% | 0.16% | +31.1% |
| Q1 2020 | $279,000 | -12.3% | 1,366 | 0.0% | 0.12% | +16.7% |
| Q4 2019 | $318,000 | +14.0% | 1,366 | 0.0% | 0.10% | +10.9% |
| Q3 2019 | $279,000 | +3.3% | 1,366 | 0.0% | 0.09% | -2.1% |
| Q2 2019 | $270,000 | +3.8% | 1,366 | 0.0% | 0.09% | +9.3% |
| Q1 2019 | $260,000 | +19.3% | 1,366 | 0.0% | 0.09% | +14.7% |
| Q4 2018 | $218,000 | -17.7% | 1,366 | 0.0% | 0.08% | -6.2% |
| Q3 2018 | $265,000 | +8.6% | 1,366 | 0.0% | 0.08% | -29.8% |
| Q2 2018 | $244,000 | +45.2% | 1,366 | +36.6% | 0.11% | +115.1% |
| Q1 2018 | $168,000 | +3.1% | 1,000 | 0.0% | 0.05% | +3.9% |
| Q4 2017 | $163,000 | +8.7% | 1,000 | 0.0% | 0.05% | +6.2% |
| Q3 2017 | $150,000 | +7.1% | 1,000 | 0.0% | 0.05% | 0.0% |
| Q2 2017 | $140,000 | +150.0% | 1,000 | +72.1% | 0.05% | +128.6% |
| Q2 2014 | $56,000 | – | 581 | – | 0.02% | – |
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% |