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 | ||||
|---|---|---|---|---|---|---|
| Q4 2014 | $66,000 | +3.1% | 632 | 0.0% | 0.00% | 0.0% |
| Q3 2014 | $64,000 | +4.9% | 632 | 0.0% | 0.00% | 0.0% |
| Q2 2014 | $61,000 | +5.2% | 632 | 0.0% | 0.00% | 0.0% |
| Q1 2014 | $58,000 | +163.6% | 632 | +150.8% | 0.00% | +100.0% |
| Q4 2013 | $22,000 | +10.0% | 252 | 0.0% | 0.00% | -66.7% |
| Q3 2013 | $20,000 | +11.1% | 252 | 0.0% | 0.00% | +50.0% |
| Q2 2013 | $18,000 | – | 252 | – | 0.00% | – |
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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% |