ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 468 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is 0.42 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $394,000 | +11.6% | 1,310 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $353,000 | -2.2% | 1,310 | -25.8% | 0.01% | -14.3% |
| Q1 2020 | $361,000 | -23.0% | 1,765 | -12.4% | 0.01% | -12.5% |
| Q4 2019 | $469,000 | +2.9% | 2,015 | -9.8% | 0.01% | -11.1% |
| Q3 2019 | $456,000 | +3.2% | 2,235 | 0.0% | 0.01% | +12.5% |
| Q2 2019 | $442,000 | +3.8% | 2,235 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $426,000 | +19.3% | 2,235 | 0.0% | 0.01% | +14.3% |
| Q4 2018 | $357,000 | -17.7% | 2,235 | 0.0% | 0.01% | -12.5% |
| Q3 2018 | $434,000 | +5.6% | 2,235 | -3.0% | 0.01% | 0.0% |
| Q2 2018 | $411,000 | +5.9% | 2,305 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $388,000 | -37.3% | 2,305 | -39.4% | 0.01% | -33.3% |
| Q4 2017 | $619,000 | +7.5% | 3,805 | -1.0% | 0.01% | -7.7% |
| Q3 2017 | $576,000 | +7.3% | 3,845 | 0.0% | 0.01% | 0.0% |
| Q2 2017 | $537,000 | -39.6% | 3,845 | -41.6% | 0.01% | -40.9% |
| Q1 2017 | $889,000 | -27.4% | 6,580 | -35.4% | 0.02% | -31.2% |
| Q4 2016 | $1,225,000 | -4.7% | 10,190 | -5.7% | 0.03% | -3.0% |
| Q3 2016 | $1,286,000 | +8.0% | 10,810 | -4.4% | 0.03% | +3.1% |
| Q2 2016 | $1,191,000 | -2.9% | 11,310 | 0.0% | 0.03% | 0.0% |
| Q1 2016 | $1,227,000 | +1.3% | 11,310 | 0.0% | 0.03% | -3.0% |
| Q4 2015 | $1,211,000 | -10.4% | 11,310 | -17.2% | 0.03% | -17.5% |
| Q3 2015 | $1,351,000 | -9.1% | 13,665 | -3.5% | 0.04% | +2.6% |
| Q1 2015 | $1,487,000 | +13.8% | 14,165 | +13.2% | 0.04% | +14.7% |
| Q4 2014 | $1,307,000 | -1.9% | 12,515 | -5.3% | 0.03% | 0.0% |
| Q3 2014 | $1,332,000 | +13.9% | 13,215 | +9.5% | 0.03% | +17.2% |
| Q2 2014 | $1,169,000 | +7.2% | 12,065 | +0.8% | 0.03% | -3.3% |
| Q1 2014 | $1,090,000 | -1.1% | 11,965 | -4.0% | 0.03% | -6.2% |
| Q4 2013 | $1,102,000 | – | 12,465 | – | 0.03% | – |
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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% |