ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 343 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is 0.19 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2018 | $759,000 | +8.9% | 3,910 | 0.0% | 0.08% | +9.0% |
| Q2 2018 | $697,000 | +5.9% | 3,910 | 0.0% | 0.08% | +5.4% |
| Q1 2018 | $658,000 | +3.5% | 3,910 | 0.0% | 0.07% | +5.7% |
| Q4 2017 | $636,000 | +0.3% | 3,910 | -7.5% | 0.07% | -4.1% |
| Q3 2017 | $634,000 | +4.8% | 4,227 | -2.3% | 0.07% | -11.0% |
| Q2 2017 | $605,000 | +6.0% | 4,327 | +2.4% | 0.08% | +18.8% |
| Q1 2017 | $571,000 | +12.4% | 4,227 | 0.0% | 0.07% | +7.8% |
| Q4 2016 | $508,000 | +1.0% | 4,227 | 0.0% | 0.06% | -3.0% |
| Q3 2016 | $503,000 | +14.3% | 4,227 | +1.1% | 0.07% | +11.9% |
| Q2 2016 | $440,000 | -3.1% | 4,182 | 0.0% | 0.06% | -6.3% |
| Q1 2016 | $454,000 | +1.3% | 4,182 | 0.0% | 0.06% | 0.0% |
| Q4 2015 | $448,000 | -6.1% | 4,182 | -13.2% | 0.06% | -10.0% |
| Q3 2015 | $477,000 | -5.4% | 4,818 | 0.0% | 0.07% | +2.9% |
| Q2 2015 | $504,000 | -0.4% | 4,818 | 0.0% | 0.07% | 0.0% |
| Q1 2015 | $506,000 | +0.6% | 4,818 | 0.0% | 0.07% | -1.4% |
| Q4 2014 | $503,000 | +3.7% | 4,818 | 0.0% | 0.07% | -1.4% |
| Q3 2014 | $485,000 | +41.0% | 4,818 | +35.8% | 0.07% | +42.9% |
| Q2 2014 | $344,000 | -21.6% | 3,547 | -26.4% | 0.05% | -35.5% |
| Q1 2014 | $439,000 | +3.1% | 4,818 | 0.0% | 0.08% | +1.3% |
| Q4 2013 | $426,000 | +12.1% | 4,818 | 0.0% | 0.08% | 0.0% |
| Q3 2013 | $380,000 | +7.0% | 4,818 | 0.0% | 0.08% | -3.8% |
| Q2 2013 | $355,000 | – | 4,818 | – | 0.08% | – |
Download | ||||||
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% |