ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 337 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is 0.41 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $500,363 | -42.1% | 4,769 | -40.0% | 0.01% | -43.5% |
| Q2 2023 | $864,754 | +17.6% | 7,943 | +0.2% | 0.02% | +9.5% |
| Q1 2023 | $735,519 | +209449.6% | 7,925 | +68.2% | 0.02% | +110.0% |
| Q4 2022 | $351 | -99.5% | 4,711 | +380.7% | 0.01% | +400.0% |
| Q3 2022 | $72,000 | -7.7% | 980 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $78,000 | -22.8% | 980 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $101,000 | -10.6% | 980 | 0.0% | 0.00% | -33.3% |
| Q4 2021 | $113,000 | +14.1% | 980 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $99,000 | +2.1% | 980 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $97,000 | +12.8% | 980 | 0.0% | 0.00% | +50.0% |
| Q1 2021 | $86,000 | +19.4% | 980 | +15.0% | 0.00% | 0.0% |
| Q4 2020 | $72,000 | +12.5% | 852 | +300.0% | 0.00% | -33.3% |
| Q3 2020 | $64,000 | +12.3% | 213 | 0.0% | 0.00% | +50.0% |
| Q2 2020 | $57,000 | +29.5% | 213 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $44,000 | -12.0% | 213 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $50,000 | +22.0% | 213 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $41,000 | – | 213 | +21200.0% | 0.00% | – |
| Q4 2016 | $0 | – | 1 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Mendel Capital Management LLC | 132,889 | $10,624,000 | 11.89% |
| Pariax, LLC | 83,514 | $6,677,000 | 7.38% |
| Signature Wealth Management Partners, LLC | 82,125 | $6,566,000 | 6.72% |
| First Citizens Financial Corp | 86,847 | $6,943,000 | 6.12% |
| Stonebridge Financial Planning Group, LLC | 98,231 | $7,854,000 | 5.33% |
| Quantitative Advantage, LLC | 367,374 | $29,372,000 | 5.10% |
| Danda Trouve Investment Management, Inc. | 30,886 | $2,469,000 | 3.80% |
| Portfolio Strategies, Inc. | 195,178 | $15,651,000 | 3.65% |
| COTTONWOOD CAPITAL ADVISORS, LLC | 48,315 | $3,863,000 | 3.49% |
| HC Advisors, LLC | 55,204 | $4,414,000 | 3.14% |