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 | ||||
|---|---|---|---|---|---|---|
| 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 ↓ |
|---|---|---|---|
| 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% |