ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 143 filers reported holding ISHARES TR in Q2 2013. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $866,000 | -35.1% | 9,880 | -37.0% | 0.16% | -37.7% |
| Q4 2020 | $1,334,000 | +13.1% | 15,674 | +300.3% | 0.26% | -1.5% |
| Q3 2020 | $1,179,000 | -2.2% | 3,916 | -12.4% | 0.27% | -8.8% |
| Q2 2020 | $1,205,000 | +47.7% | 4,468 | +11.9% | 0.30% | +17.1% |
| Q1 2020 | $816,000 | -33.2% | 3,993 | -23.9% | 0.25% | -8.7% |
| Q4 2019 | $1,221,000 | +8.3% | 5,248 | -4.9% | 0.28% | -2.8% |
| Q3 2019 | $1,127,000 | +0.5% | 5,518 | -2.6% | 0.28% | +14.5% |
| Q2 2019 | $1,121,000 | -50.2% | 5,663 | -77.1% | 0.25% | -87.1% |
| Q1 2014 | $2,252,000 | +14.0% | 24,733 | +10.7% | 1.93% | +35.5% |
| Q4 2013 | $1,976,000 | -59.2% | 22,346 | -63.7% | 1.42% | -57.3% |
| Q3 2013 | $4,844,000 | +72.1% | 61,475 | +60.8% | 3.33% | +47.4% |
| Q2 2013 | $2,815,000 | – | 38,232 | – | 2.26% | – |
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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% |