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 2017 | $2,121,000 | -44.1% | 14,144 | -48.4% | 0.18% | -38.5% |
| Q2 2017 | $3,794,000 | +9.7% | 27,430 | +7.0% | 0.29% | +9.9% |
| Q1 2017 | $3,460,000 | +75.2% | 25,643 | +65.2% | 0.26% | +70.1% |
| Q4 2016 | $1,975,000 | +36.6% | 15,526 | +26.8% | 0.15% | +33.9% |
| Q3 2016 | $1,446,000 | -4.9% | 12,249 | -8.5% | 0.12% | -1.7% |
| Q2 2016 | $1,520,000 | +187.3% | 13,380 | +158.4% | 0.12% | +154.3% |
| Q1 2016 | $529,000 | -66.9% | 5,179 | -69.0% | 0.05% | -64.9% |
| Q4 2015 | $1,596,000 | +212.3% | 16,732 | +264.5% | 0.13% | +178.7% |
| Q3 2015 | $511,000 | -3.9% | 4,591 | -9.2% | 0.05% | -2.1% |
| Q2 2015 | $532,000 | -81.5% | 5,056 | -81.1% | 0.05% | -81.2% |
| Q1 2015 | $2,871,000 | -99.9% | 26,818 | +22.1% | 0.26% | +61.4% |
| Q4 2014 | $2,237,308,000 | +45420.0% | 21,965 | -55.3% | 0.16% | -57.8% |
| Q3 2014 | $4,915,000 | +35.8% | 49,190 | +31.7% | 0.37% | +31.7% |
| Q2 2014 | $3,619,000 | -33.7% | 37,357 | -36.8% | 0.28% | -39.6% |
| Q1 2014 | $5,458,000 | -24.4% | 59,099 | -27.5% | 0.47% | -27.0% |
| Q4 2013 | $7,221,000 | +17.3% | 81,508 | +5.5% | 0.64% | +7.7% |
| Q3 2013 | $6,158,000 | +25.9% | 77,282 | +16.3% | 0.60% | -1.3% |
| Q2 2013 | $4,890,000 | – | 66,439 | – | 0.61% | – |
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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% |