ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 173 filers reported holding ISHARES TR in Q4 2013. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $76,132 | -3.5% | 725 | 0.0% | 0.01% | 0.0% |
Q2 2023 | $78,931 | +292.5% | 725 | +168.5% | 0.01% | +150.0% |
Q4 2022 | $20,112 | -63.4% | 270 | 0.0% | 0.00% | -60.0% |
Q3 2019 | $55,000 | -32.1% | 270 | -34.0% | 0.01% | -28.6% |
Q2 2019 | $81,000 | +3.8% | 409 | 0.0% | 0.01% | 0.0% |
Q1 2019 | $78,000 | +20.0% | 409 | 0.0% | 0.01% | 0.0% |
Q4 2018 | $65,000 | -16.7% | 409 | +1.5% | 0.01% | -12.5% |
Q3 2018 | $78,000 | +62.5% | 403 | +49.3% | 0.01% | +60.0% |
Q2 2018 | $48,000 | +6.7% | 270 | 0.0% | 0.01% | 0.0% |
Q1 2018 | $45,000 | +2.3% | 270 | 0.0% | 0.01% | 0.0% |
Q4 2017 | $44,000 | +10.0% | 270 | 0.0% | 0.01% | 0.0% |
Q3 2017 | $40,000 | +5.3% | 270 | 0.0% | 0.01% | 0.0% |
Q2 2017 | $38,000 | +5.6% | 270 | 0.0% | 0.01% | 0.0% |
Q1 2017 | $36,000 | +12.5% | 270 | 0.0% | 0.01% | +25.0% |
Q4 2016 | $32,000 | 0.0% | 270 | 0.0% | 0.00% | 0.0% |
Q3 2016 | $32,000 | +14.3% | 270 | 0.0% | 0.00% | 0.0% |
Q2 2016 | $28,000 | -3.4% | 270 | 0.0% | 0.00% | -33.3% |
Q1 2016 | $29,000 | 0.0% | 270 | 0.0% | 0.01% | 0.0% |
Q4 2015 | $29,000 | -50.8% | 270 | -55.0% | 0.01% | -53.8% |
Q3 2015 | $59,000 | -6.3% | 600 | 0.0% | 0.01% | 0.0% |
Q2 2015 | $63,000 | 0.0% | 600 | 0.0% | 0.01% | -7.1% |
Q1 2015 | $63,000 | +85.3% | 600 | +81.8% | 0.01% | +75.0% |
Q4 2014 | $34,000 | +3.0% | 330 | 0.0% | 0.01% | -11.1% |
Q3 2014 | $33,000 | +3.1% | 330 | 0.0% | 0.01% | +12.5% |
Q2 2014 | $32,000 | -84.5% | 330 | -85.4% | 0.01% | -86.7% |
Q1 2014 | $206,000 | +610.3% | 2,260 | +584.8% | 0.06% | +650.0% |
Q4 2013 | $29,000 | -82.4% | 330 | -84.3% | 0.01% | -84.0% |
Q3 2013 | $165,000 | -17.9% | 2,100 | -23.1% | 0.05% | -10.7% |
Q2 2013 | $201,000 | – | 2,730 | – | 0.06% | – |
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% |