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 | ||||
|---|---|---|---|---|---|---|
| Q1 2018 | $1,541,000 | -81.4% | 9,161 | -82.0% | 0.03% | -81.5% |
| Q4 2017 | $8,296,000 | +9.9% | 50,971 | +1.2% | 0.15% | +4.1% |
| Q3 2017 | $7,551,000 | -26.1% | 50,367 | -31.1% | 0.14% | -30.3% |
| Q2 2017 | $10,221,000 | +53.8% | 73,150 | +48.8% | 0.21% | +40.5% |
| Q1 2017 | $6,644,000 | +3.9% | 49,152 | -7.5% | 0.15% | -4.5% |
| Q4 2016 | $6,392,000 | -9.0% | 53,159 | -10.0% | 0.16% | -15.3% |
| Q3 2016 | $7,028,000 | -40.4% | 59,055 | -47.3% | 0.18% | -43.5% |
| Q2 2016 | $11,791,000 | -9.1% | 111,994 | -6.3% | 0.32% | -16.5% |
| Q1 2016 | $12,972,000 | +2.8% | 119,556 | +1.4% | 0.39% | -6.1% |
| Q4 2015 | $12,617,000 | +23.1% | 117,886 | +13.8% | 0.41% | +10.4% |
| Q3 2015 | $10,246,000 | -9.3% | 103,603 | -4.0% | 0.37% | -9.0% |
| Q2 2015 | $11,297,000 | +10.0% | 107,930 | +10.3% | 0.41% | +5.9% |
| Q1 2015 | $10,273,000 | -2.3% | 97,880 | -2.8% | 0.39% | -9.3% |
| Q4 2014 | $10,514,000 | -0.6% | 100,705 | -4.1% | 0.43% | -9.3% |
| Q3 2014 | $10,580,000 | -1.8% | 104,997 | -5.6% | 0.47% | -4.3% |
| Q2 2014 | $10,771,000 | +32.0% | 111,183 | +24.1% | 0.49% | +19.4% |
| Q1 2014 | $8,161,000 | -37.6% | 89,621 | -39.4% | 0.41% | -43.0% |
| Q4 2013 | $13,081,000 | -15.6% | 147,912 | -24.8% | 0.72% | -24.7% |
| Q3 2013 | $15,499,000 | +43.0% | 196,686 | +33.6% | 0.96% | +28.8% |
| Q2 2013 | $10,837,000 | – | 147,183 | – | 0.75% | – |
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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% |