ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 236 filers reported holding ISHARES TR in Q1 2015. The put-call ratio across all filers is 0.74 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $218,000 | -46.8% | 2,732 | -32.6% | 0.01% | -33.3% |
| Q3 2021 | $410,000 | +18.2% | 4,053 | +130.9% | 0.01% | +200.0% |
| Q2 2019 | $347,000 | -71.2% | 1,755 | -76.7% | 0.00% | -73.3% |
| Q4 2018 | $1,203,000 | +189.2% | 7,522 | +250.7% | 0.02% | +400.0% |
| Q3 2018 | $416,000 | -95.7% | 2,145 | -96.4% | 0.00% | -98.8% |
| Q4 2017 | $9,655,000 | +7.2% | 59,315 | -1.2% | 0.26% | -68.5% |
| Q3 2017 | $9,004,000 | +676.9% | 60,056 | +600.3% | 0.82% | +262.1% |
| Q1 2017 | $1,159,000 | +164.0% | 8,576 | +132.3% | 0.23% | +51.3% |
| Q3 2016 | $439,000 | -61.8% | 3,692 | -66.2% | 0.15% | -76.0% |
| Q2 2016 | $1,148,000 | +107.6% | 10,909 | +106.0% | 0.62% | +33.5% |
| Q4 2014 | $553,000 | – | 5,295 | – | 0.47% | – |
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% |