ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 343 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is 0.19 and the average weighting 0.2%.
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 | 4,311,874 | $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% |