ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 314 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is 0.27 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $75,408 | -58.4% | 718,717 | -56.9% | 0.46% | -58.8% |
| Q2 2023 | $181,368 | +18.0% | 1,665,909 | +0.6% | 1.12% | +7.9% |
| Q1 2023 | $153,717 | +26.7% | 1,656,257 | +1.7% | 1.04% | +16.2% |
| Q4 2022 | $121,316 | -91.4% | 1,628,624 | +8387.7% | 0.89% | +8027.3% |
| Q3 2022 | $1,408,000 | -32.8% | 19,188 | -26.8% | 0.01% | -31.2% |
| Q2 2022 | $2,095,000 | +60.4% | 26,198 | +106.8% | 0.02% | +77.8% |
| Q1 2022 | $1,306,000 | -11.1% | 12,671 | -0.9% | 0.01% | -10.0% |
| Q4 2021 | $1,469,000 | +12.4% | 12,791 | -2.7% | 0.01% | 0.0% |
| Q2 2021 | $1,307,000 | 0.0% | 13,146 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $1,307,000 | 0.0% | 13,146 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $1,307,000 | 0.0% | 13,146 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $1,307,000 | 0.0% | 13,146 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $1,307,000 | 0.0% | 13,146 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $1,307,000 | 0.0% | 13,146 | 0.0% | 0.01% | 0.0% |
| Q4 2019 | $1,307,000 | 0.0% | 13,146 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $1,307,000 | 0.0% | 13,146 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $1,307,000 | 0.0% | 13,146 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $1,307,000 | -72.6% | 13,146 | -55.9% | 0.01% | -91.6% |
| Q4 2018 | $4,767,000 | -11.4% | 29,809 | +7.5% | 0.12% | -13.1% |
| Q3 2018 | $5,381,000 | +9.3% | 27,736 | +0.4% | 0.14% | -15.4% |
| Q2 2018 | $4,924,000 | +0.4% | 27,622 | -5.2% | 0.16% | -16.9% |
| Q1 2018 | $4,902,000 | -0.4% | 29,142 | -3.6% | 0.20% | -11.0% |
| Q4 2017 | $4,921,000 | -1.5% | 30,232 | -9.3% | 0.22% | -7.2% |
| Q3 2017 | $4,996,000 | -6.0% | 33,327 | -12.4% | 0.24% | -13.2% |
| Q2 2017 | $5,317,000 | -16.4% | 38,054 | -19.1% | 0.27% | -24.4% |
| Q1 2017 | $6,360,000 | -21.8% | 47,052 | -30.5% | 0.36% | -27.9% |
| Q4 2016 | $8,136,000 | +35273.9% | 67,662 | +34777.3% | 0.50% | +24850.0% |
| Q3 2016 | $23,000 | +53.3% | 194 | +34.7% | 0.00% | +100.0% |
| Q2 2016 | $15,000 | -25.0% | 144 | -20.4% | 0.00% | -50.0% |
| Q1 2016 | $20,000 | – | 181 | – | 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% |