ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 242 filers reported holding ISHARES TR in Q4 2014. The put-call ratio across all filers is 2.24 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2017 | $172,000 | +230.8% | 1,234 | +219.7% | 0.04% | +178.6% |
| Q1 2017 | $52,000 | -74.4% | 386 | -77.1% | 0.01% | -72.0% |
| Q4 2016 | $203,000 | +1.0% | 1,689 | +0.1% | 0.05% | 0.0% |
| Q3 2016 | $201,000 | +16.2% | 1,688 | +2.6% | 0.05% | +8.7% |
| Q2 2016 | $173,000 | -10.4% | 1,646 | -7.5% | 0.05% | -17.9% |
| Q1 2016 | $193,000 | +2.1% | 1,780 | +0.8% | 0.06% | -1.8% |
| Q4 2015 | $189,000 | +5.6% | 1,766 | -2.4% | 0.06% | +1.8% |
| Q3 2015 | $179,000 | -13.9% | 1,810 | -8.9% | 0.06% | -1.8% |
| Q2 2015 | $208,000 | +10.6% | 1,987 | +11.1% | 0.06% | +9.6% |
| Q1 2015 | $188,000 | -34.0% | 1,788 | -34.4% | 0.05% | -10.3% |
| Q4 2014 | $285,000 | +30.1% | 2,727 | +25.6% | 0.06% | +38.1% |
| Q3 2014 | $219,000 | +6.3% | 2,171 | +2.1% | 0.04% | +10.5% |
| Q2 2014 | $206,000 | -9.6% | 2,126 | -15.1% | 0.04% | -17.4% |
| Q1 2014 | $228,000 | -96.3% | 2,505 | -96.4% | 0.05% | -94.8% |
| Q4 2013 | $6,185,000 | +22.8% | 69,938 | +9.4% | 0.88% | +12.8% |
| Q3 2013 | $5,037,000 | +40.9% | 63,917 | +31.7% | 0.78% | +31.3% |
| Q2 2013 | $3,574,000 | – | 48,544 | – | 0.59% | – |
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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% |