ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 276 filers reported holding ISHARES TR in Q3 2017. The put-call ratio across all filers is 0.37 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $1,350,000 | +13.4% | 13,578 | 0.0% | 0.70% | +38.7% |
| Q1 2021 | $1,191,000 | +6.1% | 13,578 | +2.9% | 0.51% | -4.0% |
| Q4 2020 | $1,123,000 | +14.9% | 13,198 | +306.7% | 0.53% | +5.4% |
| Q3 2020 | $977,000 | +16.4% | 3,245 | +4.4% | 0.50% | +12.3% |
| Q2 2020 | $839,000 | +26.2% | 3,109 | -4.4% | 0.45% | +5.7% |
| Q1 2020 | $665,000 | -12.5% | 3,253 | -0.4% | 0.42% | +23.8% |
| Q4 2019 | $760,000 | +18.0% | 3,266 | +3.5% | 0.34% | +15.6% |
| Q3 2019 | $644,000 | +4.9% | 3,155 | +1.6% | 0.30% | +4.6% |
| Q2 2019 | $614,000 | +3.4% | 3,105 | -0.4% | 0.28% | +10.2% |
| Q1 2019 | $594,000 | +18.1% | 3,119 | -0.8% | 0.26% | +8.0% |
| Q4 2018 | $503,000 | -14.7% | 3,143 | +3.3% | 0.24% | +7.7% |
| Q3 2018 | $590,000 | +15.2% | 3,042 | +5.9% | 0.22% | +3.3% |
| Q2 2018 | $512,000 | -5.0% | 2,872 | -10.3% | 0.21% | +37.4% |
| Q1 2018 | $539,000 | +6.7% | 3,202 | +3.2% | 0.16% | +4.7% |
| Q4 2017 | $505,000 | +8.6% | 3,102 | 0.0% | 0.15% | -5.1% |
| Q3 2017 | $465,000 | +7.4% | 3,102 | 0.0% | 0.16% | +1.3% |
| Q2 2017 | $433,000 | +30.4% | 3,102 | +26.3% | 0.15% | -15.8% |
| Q1 2017 | $332,000 | +290.6% | 2,457 | +191.5% | 0.18% | +325.6% |
| Q3 2014 | $85,000 | -2.3% | 843 | -5.8% | 0.04% | +2.4% |
| Q2 2014 | $87,000 | 0.0% | 895 | -6.1% | 0.04% | +50.0% |
| Q1 2014 | $87,000 | +13.0% | 953 | +8.9% | 0.03% | +3.7% |
| Q4 2013 | $77,000 | +54.0% | 875 | +36.7% | 0.03% | +42.1% |
| Q3 2013 | $50,000 | +6.4% | 640 | 0.0% | 0.02% | +11.8% |
| Q2 2013 | $47,000 | – | 640 | – | 0.02% | – |
Download | ||||||
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% |