ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 195 filers reported holding ISHARES TR in Q1 2014. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $157,010 | +29.9% | 1,043 | +16.5% | 0.00% | 0.0% |
Q1 2024 | $120,906 | +51.0% | 895 | +37.3% | 0.00% | +50.0% |
Q4 2023 | $80,051 | +71.4% | 652 | +46.5% | 0.00% | +100.0% |
Q3 2023 | $46,692 | +94.0% | 445 | +101.4% | 0.00% | 0.0% |
Q2 2023 | $24,063 | +25.3% | 221 | +6.8% | 0.00% | 0.0% |
Q1 2023 | $19,210 | +5.7% | 207 | -15.2% | 0.00% | 0.0% |
Q4 2022 | $18,168 | -9.2% | 244 | -9.6% | 0.00% | 0.0% |
Q3 2022 | $20,000 | 0.0% | 270 | +7.6% | 0.00% | 0.0% |
Q2 2022 | $20,000 | -39.4% | 251 | -22.8% | 0.00% | 0.0% |
Q1 2022 | $33,000 | 0.0% | 325 | +12.1% | 0.00% | 0.0% |
Q4 2021 | $33,000 | +153.8% | 290 | +133.9% | 0.00% | – |
Q3 2021 | $13,000 | +160.0% | 124 | +129.6% | 0.00% | – |
Q2 2021 | $5,000 | +66.7% | 54 | +54.3% | 0.00% | – |
Q1 2021 | $3,000 | 0.0% | 35 | 0.0% | 0.00% | – |
Q4 2020 | $3,000 | -87.5% | 35 | -56.2% | 0.00% | -100.0% |
Q3 2020 | $24,000 | +9.1% | 80 | 0.0% | 0.00% | 0.0% |
Q2 2020 | $22,000 | +46.7% | 80 | +9.6% | 0.00% | 0.0% |
Q1 2020 | $15,000 | -11.8% | 73 | 0.0% | 0.00% | 0.0% |
Q4 2019 | $17,000 | +13.3% | 73 | 0.0% | 0.00% | 0.0% |
Q3 2019 | $15,000 | +7.1% | 73 | 0.0% | 0.00% | 0.0% |
Q2 2019 | $14,000 | +7.7% | 73 | +7.4% | 0.00% | 0.0% |
Q1 2019 | $13,000 | +30.0% | 68 | +36.0% | 0.00% | 0.0% |
Q3 2018 | $10,000 | +11.1% | 50 | 0.0% | 0.00% | 0.0% |
Q2 2018 | $9,000 | +12.5% | 50 | 0.0% | 0.00% | 0.0% |
Q1 2018 | $8,000 | -88.2% | 50 | -91.2% | 0.00% | -90.0% |
Q3 2016 | $68,000 | +13.3% | 570 | 0.0% | 0.01% | +11.1% |
Q2 2016 | $60,000 | -93.9% | 570 | -93.9% | 0.01% | -95.8% |
Q2 2015 | $984,000 | -0.8% | 9,400 | -0.6% | 0.21% | -11.6% |
Q1 2015 | $992,000 | +0.5% | 9,452 | 0.0% | 0.24% | -1.6% |
Q4 2014 | $987,000 | +3696.2% | 9,452 | +3400.7% | 0.24% | +2622.2% |
Q2 2014 | $26,000 | +4.0% | 270 | 0.0% | 0.01% | -10.0% |
Q1 2014 | $25,000 | +38.9% | 270 | +35.0% | 0.01% | +42.9% |
Q4 2013 | $18,000 | +12.5% | 200 | 0.0% | 0.01% | 0.0% |
Q3 2013 | $16,000 | -68.0% | 200 | -70.4% | 0.01% | -73.1% |
Q2 2013 | $50,000 | – | 675 | – | 0.03% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Mendel Capital Management LLC | 122,332 | $8,975,000 | 10.54% |
Pariax, LLC | 83,993 | $6,163,000 | 7.08% |
Signature Wealth Management Partners, LLC | 83,320 | $6,113,000 | 6.73% |
First Citizens Financial Corp | 86,728 | $6,363,000 | 6.26% |
Hobart Private Capital, LLC | 107,863 | $7,913,908 | 5.68% |
Stonebridge Financial Planning Group, LLC | 97,077 | $7,123,000 | 4.98% |
Quantitative Advantage, LLC | 354,674 | $26,022,000 | 4.56% |
Danda Trouve Investment Management, Inc. | 30,688 | $2,252,000 | 4.16% |
Portfolio Strategies, Inc. | 190,370 | $13,949,000 | 3.58% |
COTTONWOOD CAPITAL ADVISORS, LLC | 47,561 | $3,490,000 | 3.32% |