ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 151 filers reported holding ISHARES TR in Q3 2013. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $2,667,000 | -20.5% | 8,858 | -28.8% | 0.09% | -27.4% |
| Q2 2020 | $3,356,000 | -11.5% | 12,438 | -33.0% | 0.12% | -23.9% |
| Q1 2020 | $3,794,000 | +9.8% | 18,564 | +25.0% | 0.16% | +39.3% |
| Q4 2019 | $3,455,000 | +62.1% | 14,856 | +41.7% | 0.12% | +53.9% |
| Q3 2019 | $2,132,000 | +9.5% | 10,487 | +6.6% | 0.08% | +13.4% |
| Q2 2019 | $1,947,000 | -5.1% | 9,839 | -8.6% | 0.07% | -4.3% |
| Q1 2019 | $2,052,000 | -9.4% | 10,760 | -23.8% | 0.07% | -21.3% |
| Q4 2018 | $2,264,000 | -30.3% | 14,130 | -15.8% | 0.09% | -19.8% |
| Q3 2018 | $3,247,000 | +9.2% | 16,780 | +0.8% | 0.11% | -0.9% |
| Q2 2018 | $2,973,000 | +45.4% | 16,655 | +37.5% | 0.11% | +41.8% |
| Q1 2018 | $2,045,000 | -6.8% | 12,109 | -10.3% | 0.08% | -9.2% |
| Q4 2017 | $2,195,000 | +49.3% | 13,501 | +37.2% | 0.09% | +38.1% |
| Q3 2017 | $1,470,000 | -6.5% | 9,837 | -12.6% | 0.06% | -10.0% |
| Q2 2017 | $1,573,000 | +11.6% | 11,254 | +7.9% | 0.07% | -4.1% |
| Q1 2017 | $1,409,000 | -16.6% | 10,427 | -25.8% | 0.07% | -14.1% |
| Q4 2016 | $1,689,000 | -4.5% | 14,048 | -5.4% | 0.08% | -9.6% |
| Q3 2016 | $1,768,000 | +82.5% | 14,857 | +63.1% | 0.09% | +74.1% |
| Q2 2016 | $969,000 | -11.3% | 9,107 | -9.3% | 0.05% | -11.5% |
| Q1 2016 | $1,093,000 | -3.7% | 10,039 | -5.1% | 0.06% | +3.4% |
| Q4 2015 | $1,135,000 | +10.0% | 10,580 | +1.9% | 0.06% | +3.5% |
| Q3 2015 | $1,032,000 | -62.8% | 10,386 | -60.9% | 0.06% | -54.0% |
| Q2 2015 | $2,774,000 | -31.8% | 26,552 | -31.6% | 0.12% | -53.9% |
| Q1 2015 | $4,066,000 | +27.5% | 38,802 | +26.8% | 0.27% | +15.9% |
| Q4 2014 | $3,190,000 | -19.0% | 30,613 | -21.6% | 0.23% | -25.6% |
| Q3 2014 | $3,939,000 | +83.6% | 39,054 | +76.4% | 0.31% | +98.7% |
| Q2 2014 | $2,145,000 | -32.3% | 22,139 | -36.4% | 0.16% | -34.0% |
| Q1 2014 | $3,167,000 | +180.8% | 34,831 | +173.6% | 0.24% | +164.4% |
| Q4 2013 | $1,128,000 | +0.2% | 12,731 | -10.5% | 0.09% | +36.4% |
| Q3 2013 | $1,126,000 | +107.7% | 14,226 | +91.5% | 0.07% | +53.5% |
| Q2 2013 | $542,000 | – | 7,427 | – | 0.04% | – |
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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% |