ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 248 filers reported holding ISHARES TR in Q4 2016. The put-call ratio across all filers is 2.42 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2019 | $142,000 | +19.3% | 746 | 0.0% | 0.01% | +8.3% |
| Q4 2018 | $119,000 | -17.9% | 746 | 0.0% | 0.01% | -7.7% |
| Q3 2018 | $145,000 | +9.0% | 746 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $133,000 | -0.7% | 746 | -6.3% | 0.01% | 0.0% |
| Q1 2018 | $134,000 | -70.2% | 796 | -78.9% | 0.01% | -76.4% |
| Q3 2016 | $449,000 | -96.4% | 3,775 | -96.8% | 0.06% | -96.6% |
| Q2 2016 | $12,498,000 | -3.7% | 118,711 | -0.8% | 1.61% | -7.6% |
| Q1 2016 | $12,978,000 | +9.5% | 119,612 | +8.1% | 1.75% | +7.3% |
| Q4 2015 | $11,848,000 | +5.2% | 110,696 | -2.8% | 1.63% | -2.2% |
| Q3 2015 | $11,260,000 | -2.2% | 113,857 | +3.5% | 1.66% | +4.9% |
| Q2 2015 | $11,509,000 | +9.9% | 109,956 | +10.2% | 1.59% | +10.7% |
| Q1 2015 | $10,469,000 | – | 99,739 | – | 1.43% | – |
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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% |