ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 143 filers reported holding ISHARES TR in Q2 2013. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2019 | $795,000 | +3.9% | 4,015 | 0.0% | 0.28% | -1.4% |
| Q1 2019 | $765,000 | +19.2% | 4,015 | 0.0% | 0.29% | +2.9% |
| Q4 2018 | $642,000 | -30.1% | 4,015 | -15.2% | 0.28% | -18.0% |
| Q3 2018 | $918,000 | +7.4% | 4,732 | -1.4% | 0.34% | -0.6% |
| Q2 2018 | $855,000 | +5.6% | 4,797 | -0.4% | 0.34% | +4.9% |
| Q1 2018 | $810,000 | -4.7% | 4,817 | -7.7% | 0.32% | -1.2% |
| Q4 2017 | $850,000 | +5.2% | 5,220 | -3.2% | 0.33% | -0.9% |
| Q3 2017 | $808,000 | +6.7% | 5,392 | -0.4% | 0.33% | +2.5% |
| Q2 2017 | $757,000 | -4.8% | 5,416 | -7.9% | 0.32% | -9.2% |
| Q1 2017 | $795,000 | +9.4% | 5,881 | -2.7% | 0.36% | +5.6% |
| Q4 2016 | $727,000 | -3.5% | 6,046 | -4.4% | 0.34% | -5.3% |
| Q3 2016 | $753,000 | +12.6% | 6,326 | -0.4% | 0.36% | +8.8% |
| Q2 2016 | $669,000 | -5.1% | 6,351 | -2.3% | 0.33% | -12.5% |
| Q1 2016 | $705,000 | +8.3% | 6,500 | +6.8% | 0.38% | +2.5% |
| Q4 2015 | $651,000 | -30.5% | 6,086 | -35.8% | 0.37% | -22.0% |
| Q3 2015 | $937,000 | -4.4% | 9,475 | +1.2% | 0.47% | +5.4% |
| Q2 2015 | $980,000 | -7.8% | 9,366 | -7.5% | 0.44% | -10.5% |
| Q1 2015 | $1,063,000 | -1.4% | 10,126 | -1.9% | 0.50% | -4.6% |
| Q4 2014 | $1,078,000 | +8.7% | 10,322 | +4.9% | 0.52% | -0.4% |
| Q3 2014 | $992,000 | +4.8% | 9,841 | +0.7% | 0.52% | +7.6% |
| Q2 2014 | $947,000 | +5.9% | 9,773 | -0.5% | 0.49% | 0.0% |
| Q1 2014 | $894,000 | 0.0% | 9,823 | -2.8% | 0.49% | -0.4% |
| Q4 2013 | $894,000 | -1.0% | 10,106 | -11.8% | 0.49% | -8.3% |
| Q3 2013 | $903,000 | +1.3% | 11,455 | -5.3% | 0.53% | -4.0% |
| Q2 2013 | $891,000 | – | 12,101 | – | 0.55% | – |
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% |