ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 729 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.17 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,721 | -56.6% | 45 | -55.0% | 0.00% | – |
| Q2 2023 | $10,887 | +583.9% | 100 | -99.5% | 0.00% | -100.0% |
| Q4 2022 | $1,592 | -99.8% | 21,369 | +119.4% | 0.07% | +450.0% |
| Q3 2022 | $715,000 | -84.1% | 9,740 | -82.7% | 0.01% | -88.1% |
| Q2 2022 | $4,490,000 | +112150.0% | 56,164 | +147700.0% | 0.10% | – |
| Q4 2021 | $4,000 | -99.9% | 38 | -99.9% | 0.00% | -100.0% |
| Q3 2021 | $4,062,000 | +7864.7% | 40,109 | +7658.0% | 0.10% | +10300.0% |
| Q2 2021 | $51,000 | +628.6% | 517 | +571.4% | 0.00% | – |
| Q1 2021 | $7,000 | -99.6% | 77 | -99.6% | 0.00% | -100.0% |
| Q4 2020 | $1,624,000 | -77.5% | 19,089 | -20.2% | 0.05% | -37.5% |
| Q3 2020 | $7,205,000 | +112.2% | 23,931 | +90.2% | 0.08% | -42.4% |
| Q2 2020 | $3,396,000 | +28.0% | 12,584 | -3.1% | 0.14% | -13.7% |
| Q1 2020 | $2,654,000 | +106.2% | 12,987 | +134.6% | 0.16% | +50.5% |
| Q4 2019 | $1,287,000 | +316.5% | 5,536 | +265.2% | 0.11% | +409.5% |
| Q3 2019 | $309,000 | -95.5% | 1,516 | -95.6% | 0.02% | -95.5% |
| Q2 2019 | $6,871,000 | +313.7% | 34,722 | +298.4% | 0.46% | +358.4% |
| Q1 2019 | $1,661,000 | +2715.3% | 8,715 | +2255.4% | 0.10% | +2425.0% |
| Q4 2018 | $59,000 | +73.5% | 370 | +113.9% | 0.00% | +100.0% |
| Q3 2018 | $34,000 | -94.8% | 173 | -95.3% | 0.00% | -94.6% |
| Q2 2018 | $658,000 | -80.3% | 3,692 | -81.4% | 0.04% | -87.1% |
| Q1 2018 | $3,337,000 | +460.8% | 19,836 | +399.5% | 0.29% | +483.7% |
| Q3 2017 | $595,000 | -59.7% | 3,971 | -62.4% | 0.05% | -70.7% |
| Q2 2017 | $1,475,000 | – | 10,560 | – | 0.17% | – |
| Q1 2017 | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
| Q4 2016 | $1,862,000 | -35.3% | 15,484 | -42.4% | 0.20% | -56.7% |
| Q4 2015 | $2,876,000 | +90.2% | 26,874 | +75.8% | 0.47% | +217.0% |
| Q3 2015 | $1,512,000 | -22.9% | 15,284 | -18.4% | 0.15% | -15.5% |
| Q2 2015 | $1,961,000 | -11.9% | 18,737 | -11.7% | 0.17% | -36.7% |
| Q1 2015 | $2,226,000 | -77.7% | 21,209 | -77.8% | 0.28% | -71.6% |
| Q4 2014 | $9,970,000 | +390.9% | 95,494 | +373.7% | 0.97% | +324.6% |
| Q3 2014 | $2,031,000 | -30.6% | 20,159 | -33.2% | 0.23% | -39.4% |
| Q2 2014 | $2,925,000 | +4857.6% | 30,189 | +4537.3% | 0.38% | +4600.0% |
| Q1 2014 | $59,000 | -93.7% | 651 | -93.8% | 0.01% | -94.9% |
| Q4 2013 | $933,000 | -43.6% | 10,545 | -49.7% | 0.16% | -12.4% |
| Q3 2013 | $1,653,000 | +275.7% | 20,979 | +251.4% | 0.18% | +394.4% |
| Q2 2013 | $440,000 | – | 5,970 | – | 0.04% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Mendel Capital Management LLC | 138,334 | $15,884,000 | 14.58% |
| Danda Trouve Investment Management, Inc. | 70,944 | $8,146,000 | 9.23% |
| Nauset Wealth Management. LLC | 81,768 | $9,389,000 | 8.95% |
| Signature Wealth Management Partners, LLC | 82,582 | $9,482,000 | 8.04% |
| Pariax, LLC | 72,950 | $8,376,000 | 7.90% |
| First Citizens Financial Corp | 86,837 | $9,971,000 | 7.29% |
| Ciovacco Capital Management LLC | 98,055 | $11,259,000 | 6.79% |
| Quantitative Advantage, LLC | 369,870 | $42,468,000 | 6.56% |
| Stonebridge Financial Planning Group, LLC | 104,933 | $10,707,000 | 5.62% |
| Portfolio Strategies, Inc. | 185,814 | $21,336,000 | 3.98% |