ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 143 filers reported holding ISHARES TR in Q2 2013. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $691,000 | -10.3% | 6,708 | 0.0% | 0.03% | -3.2% |
| Q4 2021 | $770,000 | +13.4% | 6,708 | 0.0% | 0.03% | 0.0% |
| Q3 2021 | $679,000 | +1.8% | 6,708 | 0.0% | 0.03% | 0.0% |
| Q2 2021 | $667,000 | +13.4% | 6,708 | 0.0% | 0.03% | +6.9% |
| Q1 2021 | $588,000 | +3.0% | 6,708 | 0.0% | 0.03% | -9.4% |
| Q4 2020 | $571,000 | +13.1% | 6,708 | +300.0% | 0.03% | 0.0% |
| Q3 2020 | $505,000 | +31.9% | 1,677 | +18.1% | 0.03% | +23.1% |
| Q2 2020 | $383,000 | +32.1% | 1,420 | 0.0% | 0.03% | +8.3% |
| Q1 2020 | $290,000 | -15.2% | 1,420 | -3.4% | 0.02% | +9.1% |
| Q4 2019 | $342,000 | -6.6% | 1,470 | -22.0% | 0.02% | -15.4% |
| Q3 2019 | $366,000 | +25.8% | 1,885 | +28.2% | 0.03% | +30.0% |
| Q2 2019 | $291,000 | +3.9% | 1,470 | 0.0% | 0.02% | 0.0% |
| Q1 2019 | $280,000 | +19.1% | 1,470 | 0.0% | 0.02% | +5.3% |
| Q4 2018 | $235,000 | -35.8% | 1,470 | -22.0% | 0.02% | -24.0% |
| Q3 2018 | $366,000 | +8.9% | 1,885 | 0.0% | 0.02% | +4.2% |
| Q2 2018 | $336,000 | +6.0% | 1,885 | 0.0% | 0.02% | +4.3% |
| Q1 2018 | $317,000 | +2.9% | 1,885 | -0.5% | 0.02% | +4.5% |
| Q4 2017 | $308,000 | +8.5% | 1,895 | 0.0% | 0.02% | 0.0% |
| Q3 2017 | $284,000 | +7.2% | 1,895 | 0.0% | 0.02% | +4.8% |
| Q2 2017 | $265,000 | +3.5% | 1,895 | 0.0% | 0.02% | 0.0% |
| Q1 2017 | $256,000 | +9.4% | 1,895 | -2.6% | 0.02% | +5.0% |
| Q4 2016 | $234,000 | +1.3% | 1,945 | 0.0% | 0.02% | 0.0% |
| Q3 2016 | $231,000 | +12.7% | 1,945 | 0.0% | 0.02% | +5.3% |
| Q2 2016 | $205,000 | -2.8% | 1,945 | 0.0% | 0.02% | 0.0% |
| Q1 2016 | $211,000 | +1.4% | 1,945 | 0.0% | 0.02% | 0.0% |
| Q4 2015 | $208,000 | +2.0% | 1,945 | 0.0% | 0.02% | +5.6% |
| Q2 2015 | $204,000 | 0.0% | 1,945 | -0.1% | 0.02% | +5.9% |
| Q1 2015 | $204,000 | +25.2% | 1,946 | +8.7% | 0.02% | +13.3% |
| Q1 2014 | $163,000 | +15.6% | 1,790 | 0.0% | 0.02% | +7.1% |
| Q3 2013 | $141,000 | +6.8% | 1,790 | 0.0% | 0.01% | 0.0% |
| Q2 2013 | $132,000 | – | 1,790 | – | 0.01% | – |
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% |